LIP
TWFG

Lighthouse Investment Partners’s TWFG Inc TWFG Stock Holding History

Lighthouse Investment Partners’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 		$1.1M Buy
+59,909
New +$1.33M 0.04% 407
2025
Q3 		– Sell
-53,994
Closed -$1.89M – 800
2025
Q2 		$1.89M Sell
53,994
-42,609
-44% -$1.42M 0.07% 316
2025
Q1 		$2.99M Sell
96,603
-30,152
-24% -$905K 0.12% 212
2024
Q4 		$3.9M Sell
126,755
-44,094
-26% -$1.37M 0.13% 200
2024
Q3 		$4.63M Buy
+170,849
New +$4.43M 0.17% 148

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

Lighthouse Investment Partners's TWFG Position: Q1 2026 in Review

Lighthouse Investment Partners opened a new position in TWFG Inc (TWFG) in Q1 2026: 59,909 shares worth $1.1M. The stake represents 0.04% of the portfolio and ranks #407 among its holdings. This is a return to the name: Lighthouse Investment Partners previously reported a position in TWFG as recently as Q2 2025.

Lighthouse Investment Partners first reported a position in TWFG in Q3 2024 and has held it in 5 quarters since. The position peaked at $4.63M in Q3 2024. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Lighthouse Investment Partners held 59,909 shares of TWFG Inc worth $1.1M as of Q1 2026.
  • TWFG Inc was a new Lighthouse Investment Partners position in Q1 2026.
  • TWFG Inc made up 0.04% of Lighthouse Investment Partners's portfolio in Q1 2026, its #407 holding.
  • Lighthouse Investment Partners first reported a position in TWFG Inc in Q3 2024 and has held it in 5 quarters since.
  • Lighthouse Investment Partners's TWFG Inc position peaked at $4.63M in Q3 2024.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.