LPL Financial
TWFG

LPL Financial’s TWFG Inc TWFG Stock Holding History

LPL 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
2025
Q3 		– Sell
-31,837
Closed -$1.11M – 6017
2025
Q2 		$1.11M Buy
31,837
+1,108
+4% +$36.9K ﹤0.01% 3654
2025
Q1 		$950K Sell
30,729
-442
-1% -$13.3K ﹤0.01% 3599
2024
Q4 		$960K Buy
31,171
+3,585
+13% +$111K ﹤0.01% 3518
2024
Q3 		$748K Buy
+27,586
New +$716K ﹤0.01% 3664

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LPL Financial's TWFG Position: Q3 2025 in Review

LPL Financial sold out of TWFG Inc (TWFG) in Q3 2025, closing a stake of 31,837 shares — an estimated $1.11M sold.

LPL Financial first reported a position in TWFG in Q3 2024 and held it in 4 quarters. The position peaked at $1.11M in Q2 2025. 67 funds tracked by Wall St. Rank hold TWFG as of Q3 2025.

  • LPL Financial reported no remaining TWFG Inc position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 31,837 TWFG Inc shares in Q3 2025, an estimated $1.11M.
  • LPL Financial first reported a position in TWFG Inc in Q3 2024 and held it in 4 quarters.
  • LPL Financial's TWFG Inc position peaked at $1.11M in Q2 2025.
  • 67 funds tracked by Wall St. Rank held TWFG Inc as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.