Goldman Sachs
TWFG

Goldman Sachs’s TWFG Inc TWFG Stock Holding History

Goldman Sachs’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 		$2.26M Buy
122,832
+69,529
+130% +$1.54M ﹤0.01% 4429
2025
Q4 		$1.53M Sell
53,303
-41,836
-44% -$1.14M ﹤0.01% 4812
2025
Q3 		$2.61M Buy
95,139
+27,351
+40% +$790K ﹤0.01% 4250
2025
Q2 		$2.37M Buy
67,788
+27,092
+67% +$903K ﹤0.01% 4045
2025
Q1 		$1.26M Sell
40,696
-289,711
-88% -$8.7M ﹤0.01% 4517
2024
Q4 		$10.2M Sell
330,407
-25,394
-7% -$789K ﹤0.01% 2793
2024
Q3 		$9.65M Buy
+355,801
New +$9.23M ﹤0.01% 2770

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

Goldman Sachs's TWFG Position: Q1 2026 in Review

Goldman Sachs increased its TWFG Inc (TWFG) stake by 130% in Q1 2026, buying an estimated $1.54M and bringing the position to 122,832 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #4429.

Goldman Sachs first reported a position in TWFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.2M in Q4 2024. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Goldman Sachs held 122,832 shares of TWFG Inc worth $2.26M as of Q1 2026.
  • Goldman Sachs bought 69,529 TWFG Inc shares in Q1 2026, an estimated $1.54M.
  • TWFG Inc made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #4429 holding.
  • Goldman Sachs first reported a position in TWFG Inc in Q3 2024 and has held it in 7 quarters since.
  • Goldman Sachs's TWFG Inc position peaked at $10.2M in Q4 2024.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.