Franklin Resources
TWFG

Franklin Resources’s TWFG Inc TWFG Stock Holding History

Franklin Resources’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
2026
Q1 		$184K Hold
10,000
– – ﹤0.01% 2811
2025
Q4 		$288K Hold
10,000
– – ﹤0.01% 2642
2025
Q3 		$274K Hold
10,000
– – ﹤0.01% 2702
2025
Q2 		$350K Hold
10,000
– – ﹤0.01% 2494
2025
Q1 		$309K Hold
10,000
– – ﹤0.01% 2473
2024
Q4 		$308K Hold
10,000
– – ﹤0.01% 2488
2024
Q3 		$293K Buy
+10,000
New +$259K ﹤0.01% 2497

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GC
Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Franklin Resources's TWFG Position: Q1 2026 in Review

Franklin Resources held its TWFG Inc (TWFG) position steady in Q1 2026 at 10,000 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #2811.

Franklin Resources first reported a position in TWFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $350K in Q2 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Franklin Resources held 10,000 shares of TWFG Inc worth $184K as of Q1 2026.
  • Franklin Resources left its TWFG Inc share count unchanged in Q1 2026.
  • TWFG Inc made up ﹤0.01% of Franklin Resources's portfolio in Q1 2026, its #2811 holding.
  • Franklin Resources first reported a position in TWFG Inc in Q3 2024 and has held it in 7 quarters since.
  • Franklin Resources's TWFG Inc position peaked at $350K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.