Jain Global’s TWFG Inc TWFG Stock Holding History

Jain Global’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	-60,000	Closed	-$1.85M	–	1400
2024 Q4	$1.85M	Buy	+60,000	New	+$1.86M	0.06%	245

Other funds holding TWFG

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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 Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Jain Global's TWFG Position: Q1 2025 in Review

Jain Global sold out of TWFG Inc (TWFG) in Q1 2025, closing a stake of 60,000 shares — an estimated $1.85M sold.

Jain Global first reported a position in TWFG in Q4 2024 and held it in 1 quarter. The position peaked at $1.85M in Q4 2024. 70 funds tracked by Wall St. Rank hold TWFG as of Q1 2025.

Jain Global reported no remaining TWFG Inc position as of Q1 2025 after selling out during the quarter.
Jain Global sold 60,000 TWFG Inc shares in Q1 2025, an estimated $1.85M.
Jain Global first reported a position in TWFG Inc in Q4 2024 and held it in 1 quarter.
Jain Global's TWFG Inc position peaked at $1.85M in Q4 2024.
70 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2025.

Based on Jain Global's 13F filing for Q1 2025, filed 15 May 2025.