Geode Capital Management
TWFG icon

Geode Capital Management’s TWFG Inc TWFG Stock Holding History

Geode Capital Management’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
Q3 		$3.65M Sell
151,930
-22,283
-13% -$603K ﹤0.01% 2997
2026
Q2 		$4.19M Sell
174,213
-7,879
-4% -$155K ﹤0.01% 2992
2026
Q1 		$3.35M Sell
182,092
-54,068
-23% -$1.2M ﹤0.01% 2924
2025
Q4 		$6.8M Buy
236,160
+16,379
+7% +$445K ﹤0.01% 2606
2025
Q3 		$6.03M Buy
219,781
+67,538
+44% +$1.95M ﹤0.01% 2685
2025
Q2 		$5.33M Sell
152,243
-55,885
-27% -$1.86M ﹤0.01% 2698
2025
Q1 		$6.44M Buy
208,128
+72,226
+53% +$2.17M ﹤0.01% 2532
2024
Q4 		$4.19M Sell
135,902
-421
-0.3% -$13.1K ﹤0.01% 2829
2024
Q3 		$3.7M Buy
+136,323
New +$3.54M ﹤0.01% 2909

Other funds holding TWFG

Central Securities
Central Securities New York $1.39B AUM 16.6% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $1.12B AUM 22.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Geode Capital Management's TWFG Position: Q3 2026 in Review

Geode Capital Management reduced its TWFG Inc (TWFG) stake by 13% in Q3 2026, selling an estimated $603K and leaving 151,930 shares worth $3.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2997.

Geode Capital Management first reported a position in TWFG in Q3 2024 and has held it in 9 quarters since. The position peaked at $6.8M in Q4 2025. 24 funds tracked by Wall St. Rank hold TWFG as of Q3 2026.

  • Geode Capital Management held 151,930 shares of TWFG Inc worth $3.65M as of Q3 2026.
  • Geode Capital Management sold 22,283 TWFG Inc shares in Q3 2026, an estimated $603K.
  • TWFG Inc made up ﹤0.01% of Geode Capital Management's portfolio in Q3 2026, its #2997 holding.
  • Geode Capital Management first reported a position in TWFG Inc in Q3 2024 and has held it in 9 quarters since.
  • Geode Capital Management's TWFG Inc position peaked at $6.8M in Q4 2025.
  • 24 funds tracked by Wall St. Rank held TWFG Inc as of Q3 2026.

Based on Geode Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.