GAMMA Investing’s TWFG Inc TWFG Stock Holding History

GAMMA Investing’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	$2.31K	Buy	+96	New	+$1.89K	﹤0.01%	3703
2026 Q1	–	Sell	-9	Closed	-$259	–	4239
2025 Q4	$259	Buy	+9	New	+$245	﹤0.01%	3979

Other funds holding TWFG

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing's TWFG Position: Q2 2026 in Review

GAMMA Investing opened a new position in TWFG Inc (TWFG) in Q2 2026: 96 shares worth $2.31K. The stake represents ﹤0.01% of the portfolio and ranks #3703 among its holdings. This is a return to the name: GAMMA Investing previously reported a position in TWFG as recently as Q4 2025.

GAMMA Investing first reported a position in TWFG in Q4 2025 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

GAMMA Investing held 96 shares of TWFG Inc worth $2.31K as of Q2 2026.
TWFG Inc was a new GAMMA Investing position in Q2 2026.
TWFG Inc made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3703 holding.
GAMMA Investing first reported a position in TWFG Inc in Q4 2025 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.