Jacobs Levy Equity Management
TWFG

Jacobs Levy Equity Management’s TWFG Inc TWFG Stock Holding History

Jacobs Levy Equity 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
Q1 		– Sell
-22,343
Closed -$688K – 1222
2024
Q4 		$688K Buy
+22,343
New +$694K ﹤0.01% 768

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Jacobs Levy Equity Management's TWFG Position: Q1 2025 in Review

Jacobs Levy Equity Management sold out of TWFG Inc (TWFG) in Q1 2025, closing a stake of 22,343 shares — an estimated $688K sold.

Jacobs Levy Equity Management first reported a position in TWFG in Q4 2024 and held it in 1 quarter. The position peaked at $688K in Q4 2024. 70 funds tracked by Wall St. Rank hold TWFG as of Q1 2025.

  • Jacobs Levy Equity Management reported no remaining TWFG Inc position as of Q1 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 22,343 TWFG Inc shares in Q1 2025, an estimated $688K.
  • Jacobs Levy Equity Management first reported a position in TWFG Inc in Q4 2024 and held it in 1 quarter.
  • Jacobs Levy Equity Management's TWFG Inc position peaked at $688K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2025, filed 15 May 2025.