FHA
TWFG

First Horizon Advisors’s TWFG Inc TWFG Stock Holding History

First Horizon Advisors’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.8K Buy
+309
New +$10.3K ﹤0.01% 1650

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

First Horizon Advisors's TWFG Position: Q2 2025 in Review

First Horizon Advisors opened a new position in TWFG Inc (TWFG) in Q2 2025: 309 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #1650 among its holdings.

81 funds tracked by Wall St. Rank hold TWFG as of Q2 2025.

  • First Horizon Advisors held 309 shares of TWFG Inc worth $10.8K as of Q2 2025.
  • TWFG Inc was a new First Horizon Advisors position in Q2 2025.
  • TWFG Inc made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1650 holding.
  • 81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.