ICM
TWFG

Islay Capital Management’s TWFG Inc TWFG Stock Holding History

Islay 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
2025
Q3 		– Sell
-10
Closed -$350 – 234
2025
Q2 		$350 Buy
+10
New +$333 ﹤0.01% 197

Other funds holding TWFG

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Fidelity Investments
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BAMCO Inc
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Islay Capital Management's TWFG Position: Q3 2025 in Review

Islay Capital Management sold out of TWFG Inc (TWFG) in Q3 2025, closing a stake of 10 shares — an estimated $350 sold.

Islay Capital Management first reported a position in TWFG in Q2 2025 and held it in 1 quarter. The position peaked at $350 in Q2 2025. 67 funds tracked by Wall St. Rank hold TWFG as of Q3 2025.

  • Islay Capital Management reported no remaining TWFG Inc position as of Q3 2025 after selling out during the quarter.
  • Islay Capital Management sold 10 TWFG Inc shares in Q3 2025, an estimated $350.
  • Islay Capital Management first reported a position in TWFG Inc in Q2 2025 and held it in 1 quarter.
  • Islay Capital Management's TWFG Inc position peaked at $350 in Q2 2025.
  • 67 funds tracked by Wall St. Rank held TWFG Inc as of Q3 2025.

Based on Islay Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.