JF
TWFG

Jump Financial’s TWFG Inc TWFG Stock Holding History

Jump Financial’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 		$274K Sell
11,374
-12,199
-52% -$240K ﹤0.01% 1710
2026
Q1 		$434K Buy
+23,573
New +$522K 0.01% 1317

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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

Jump Financial's TWFG Position: Q2 2026 in Review

Jump Financial reduced its TWFG Inc (TWFG) stake by 52% in Q2 2026, selling an estimated $240K and leaving 11,374 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Jump Financial first reported a position in TWFG in Q1 2026 and has held it in 2 quarters since. The position peaked at $434K in Q1 2026. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Jump Financial held 11,374 shares of TWFG Inc worth $274K as of Q2 2026.
  • Jump Financial sold 12,199 TWFG Inc shares in Q2 2026, an estimated $240K.
  • TWFG Inc made up ﹤0.01% of Jump Financial's portfolio in Q2 2026, its #1710 holding.
  • Jump Financial first reported a position in TWFG Inc in Q1 2026 and has held it in 2 quarters since.
  • Jump Financial's TWFG Inc position peaked at $434K in Q1 2026.
  • 81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.