HF
TWFG

HRT Financial’s TWFG Inc TWFG Stock Holding History

HRT Financial’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 		$837K Buy
+45,555
New +$1.01M ﹤0.01% 2169
2025
Q3 		– Sell
-11,413
Closed -$399K – 3845
2025
Q2 		$399K Buy
+11,413
New +$380K ﹤0.01% 1711

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

HRT Financial's TWFG Position: Q1 2026 in Review

HRT Financial opened a new position in TWFG Inc (TWFG) in Q1 2026: 45,555 shares worth $837K. The stake represents ﹤0.01% of the portfolio and ranks #2169 among its holdings. This is a return to the name: HRT Financial previously reported a position in TWFG as recently as Q2 2025.

HRT Financial first reported a position in TWFG in Q2 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • HRT Financial held 45,555 shares of TWFG Inc worth $837K as of Q1 2026.
  • TWFG Inc was a new HRT Financial position in Q1 2026.
  • TWFG Inc made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #2169 holding.
  • HRT Financial first reported a position in TWFG Inc in Q2 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.