IAIM
TWFG

International Assets Investment Management’s TWFG Inc TWFG Stock Holding History

International Assets Investment 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
Q2 		$3.29K Buy
131
+31
+31% +$609 ﹤0.01% 2050
2026
Q1 		$1.79K Hold
100
– – ﹤0.01% 1993
2025
Q4 		$2.88K Buy
+100
New +$2.72K ﹤0.01% 1904

Other funds holding TWFG

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

International Assets Investment Management's TWFG Position: Q2 2026 in Review

International Assets Investment Management increased its TWFG Inc (TWFG) stake by 31% in Q2 2026, buying an estimated $609 and bringing the position to 131 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

International Assets Investment Management first reported a position in TWFG in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • International Assets Investment Management held 131 shares of TWFG Inc worth $3.29K as of Q2 2026.
  • International Assets Investment Management bought 31 TWFG Inc shares in Q2 2026, an estimated $609.
  • TWFG Inc made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #2050 holding.
  • International Assets Investment Management first reported a position in TWFG Inc in Q4 2025 and has held it in 3 quarters since.
  • 5 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.