JO
TWFG

John Overdeck’s TWFG Inc TWFG Stock Holding History

John Overdeck’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 		$8.96M Buy
372,365
+167,152
+81% +$3.29M 0.01% 1600
2026
Q1 		$3.77M Buy
205,213
+172,299
+523% +$3.81M ﹤0.01% 2225
2025
Q4 		$947K Sell
32,914
-106,278
-76% -$2.89M ﹤0.01% 2954
2025
Q3 		$3.82M Buy
139,192
+39,663
+40% +$1.15M 0.01% 1676
2025
Q2 		$3.48M Buy
99,529
+16,251
+20% +$542K 0.01% 1466
2025
Q1 		$2.57M Sell
83,278
-4,298
-5% -$129K 0.01% 1582
2024
Q4 		$2.7M Buy
87,576
+40,052
+84% +$1.24M 0.01% 1516
2024
Q3 		$1.29M Buy
+47,524
New +$1.23M ﹤0.01% 1962

Other funds holding TWFG

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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

John Overdeck's TWFG Position: Q2 2026 in Review

John Overdeck increased its TWFG Inc (TWFG) stake by 81% in Q2 2026, buying an estimated $3.29M and bringing the position to 372,365 shares worth $8.96M. The position accounts for 0.01% of the portfolio, ranked #1600.

John Overdeck first reported a position in TWFG in Q3 2024 and has held it in 8 quarters since. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • John Overdeck held 372,365 shares of TWFG Inc worth $8.96M as of Q2 2026.
  • John Overdeck bought 167,152 TWFG Inc shares in Q2 2026, an estimated $3.29M.
  • TWFG Inc made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1600 holding.
  • John Overdeck first reported a position in TWFG Inc in Q3 2024 and has held it in 8 quarters since.
  • 82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.