Jim Simons
TWFG

Jim Simons’s TWFG Inc TWFG Stock Holding History

Jim Simons’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 		$3.61M Buy
149,900
+31,573
+27% +$621K 0.01% 1634
2026
Q1 		$2.18M Buy
118,327
+79,127
+202% +$1.75M ﹤0.01% 1854
2025
Q4 		$1.13M Buy
39,200
+2,900
+8% +$78.8K ﹤0.01% 2209
2025
Q3 		$996K Sell
36,300
-42,700
-54% -$1.23M ﹤0.01% 2482
2025
Q2 		$2.77M Sell
79,000
-17,444
-18% -$582K ﹤0.01% 1908
2025
Q1 		$2.98M Sell
96,444
-9,856
-9% -$296K ﹤0.01% 1747
2024
Q4 		$3.27M Buy
+106,300
New +$3.3M ﹤0.01% 1717

Other funds holding TWFG

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jim Simons's TWFG Position: Q2 2026 in Review

Jim Simons increased its TWFG Inc (TWFG) stake by 27% in Q2 2026, buying an estimated $621K and bringing the position to 149,900 shares worth $3.61M. The position accounts for 0.01% of the portfolio, ranked #1634.

Jim Simons first reported a position in TWFG in Q4 2024 and has held it in 7 quarters since. 49 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Jim Simons held 149,900 shares of TWFG Inc worth $3.61M as of Q2 2026.
  • Jim Simons bought 31,573 TWFG Inc shares in Q2 2026, an estimated $621K.
  • TWFG Inc made up 0.01% of Jim Simons's portfolio in Q2 2026, its #1634 holding.
  • Jim Simons first reported a position in TWFG Inc in Q4 2024 and has held it in 7 quarters since.
  • 49 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.