Geode Capital Management
TWFG

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
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

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

Geode Capital Management's TWFG Position: Q1 2026 in Review

Geode Capital Management reduced its TWFG Inc (TWFG) stake by 23% in Q1 2026, selling an estimated $1.2M and leaving 182,092 shares worth $3.35M. The position accounts for ﹤0.01% of the portfolio, ranked #2924.

Geode Capital Management first reported a position in TWFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.8M in Q4 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Geode Capital Management held 182,092 shares of TWFG Inc worth $3.35M as of Q1 2026.
  • Geode Capital Management sold 54,068 TWFG Inc shares in Q1 2026, an estimated $1.2M.
  • TWFG Inc made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #2924 holding.
  • Geode Capital Management first reported a position in TWFG Inc in Q3 2024 and has held it in 7 quarters since.
  • Geode Capital Management's TWFG Inc position peaked at $6.8M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.