Jones Financial Companies
TWFG

Jones Financial Companies’s TWFG Inc TWFG Stock Holding History

Jones Financial Companies’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
Q1 		$2.16K Buy
123
+23
+23% +$509 ﹤0.01% 4129
2025
Q4 		$2.88K Buy
+100
New +$2.72K ﹤0.01% 3713

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GC
Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Jones Financial Companies's TWFG Position: Q1 2026 in Review

Jones Financial Companies increased its TWFG Inc (TWFG) stake by 23% in Q1 2026, buying an estimated $509 and bringing the position to 123 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #4129.

Jones Financial Companies first reported a position in TWFG in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.88K in Q4 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Jones Financial Companies held 123 shares of TWFG Inc worth $2.16K as of Q1 2026.
  • Jones Financial Companies bought 23 TWFG Inc shares in Q1 2026, an estimated $509.
  • TWFG Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4129 holding.
  • Jones Financial Companies first reported a position in TWFG Inc in Q4 2025 and has held it in 2 quarters since.
  • Jones Financial Companies's TWFG Inc position peaked at $2.88K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.