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
Q2 		$18.8M Buy
781,912
+771,912
+7,719% +$15.2M ﹤0.01% 1029
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

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources's TWFG Position: Q2 2026 in Review

Franklin Resources increased its TWFG Inc (TWFG) stake by 7,719% in Q2 2026, buying an estimated $15.2M and bringing the position to 781,912 shares worth $18.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Franklin Resources first reported a position in TWFG in Q3 2024 and has held it in 8 quarters since. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Franklin Resources held 781,912 shares of TWFG Inc worth $18.8M as of Q2 2026.
  • Franklin Resources bought 771,912 TWFG Inc shares in Q2 2026, an estimated $15.2M.
  • TWFG Inc made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1029 holding.
  • Franklin Resources first reported a position in TWFG Inc in Q3 2024 and has held it in 8 quarters since.
  • 82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.