Lord, Abbett & Co
TWFG

Lord, Abbett & Co’s TWFG Inc TWFG Stock Holding History

Lord, Abbett & Co’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 		– Sell
-255,764
Closed -$7.36M – 636
2025
Q4 		$7.36M Buy
255,764
+164,355
+180% +$4.47M 0.02% 418
2025
Q3 		$2.51M Sell
91,409
-154,098
-63% -$4.45M 0.01% 502
2025
Q2 		$8.59M Buy
245,507
+157,058
+178% +$5.24M 0.03% 399
2025
Q1 		$2.73M Sell
88,449
-345
-0.4% -$10.4K 0.01% 500
2024
Q4 		$2.73M Sell
88,794
-210,679
-70% -$6.55M 0.01% 491
2024
Q3 		$8.12M Buy
+299,473
New +$7.77M 0.03% 424

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

Lord, Abbett & Co's TWFG Position: Q1 2026 in Review

Lord, Abbett & Co sold out of TWFG Inc (TWFG) in Q1 2026, closing a stake of 255,764 shares — an estimated $7.36M sold.

Lord, Abbett & Co first reported a position in TWFG in Q3 2024 and held it in 6 quarters. The position peaked at $8.59M in Q2 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Lord, Abbett & Co reported no remaining TWFG Inc position as of Q1 2026 after selling out during the quarter.
  • Lord, Abbett & Co sold 255,764 TWFG Inc shares in Q1 2026, an estimated $7.36M.
  • Lord, Abbett & Co first reported a position in TWFG Inc in Q3 2024 and held it in 6 quarters.
  • Lord, Abbett & Co's TWFG Inc position peaked at $8.59M in Q2 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Lord, Abbett & Co's 13F filing for Q1 2026, filed 14 May 2026.