Marshall Wace
TWFG

Marshall Wace’s TWFG Inc TWFG Stock Holding History

Marshall Wace’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 		$9.83M Buy
408,732
+141,904
+53% +$2.79M 0.01% 1046
2026
Q1 		$4.91M Buy
+266,828
New +$5.91M ﹤0.01% 1317
2025
Q3 		– Sell
-128,682
Closed -$4.5M – 3511
2025
Q2 		$4.5M Sell
128,682
-23,206
-15% -$774K 0.01% 1193
2025
Q1 		$4.69M Sell
151,888
-500
-0.3% -$15K 0.01% 1099
2024
Q4 		$4.69M Buy
152,388
+55,213
+57% +$1.72M 0.01% 1096
2024
Q3 		$2.64M Buy
+97,175
New +$2.52M ﹤0.01% 1258

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marshall Wace's TWFG Position: Q2 2026 in Review

Marshall Wace increased its TWFG Inc (TWFG) stake by 53% in Q2 2026, buying an estimated $2.79M and bringing the position to 408,732 shares worth $9.83M. The position accounts for 0.01% of the portfolio, ranked #1046.

Marshall Wace first reported a position in TWFG in Q3 2024 and has held it in 6 quarters since. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Marshall Wace held 408,732 shares of TWFG Inc worth $9.83M as of Q2 2026.
  • Marshall Wace bought 141,904 TWFG Inc shares in Q2 2026, an estimated $2.79M.
  • TWFG Inc made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #1046 holding.
  • Marshall Wace first reported a position in TWFG Inc in Q3 2024 and has held it in 6 quarters since.
  • 81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.