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
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

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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Marshall Wace's TWFG Position: Q1 2026 in Review

Marshall Wace opened a new position in TWFG Inc (TWFG) in Q1 2026: 266,828 shares worth $4.91M. The stake represents ﹤0.01% of the portfolio and ranks #1317 among its holdings. This is a return to the name: Marshall Wace previously reported a position in TWFG as recently as Q2 2025.

Marshall Wace first reported a position in TWFG in Q3 2024 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Marshall Wace held 266,828 shares of TWFG Inc worth $4.91M as of Q1 2026.
  • TWFG Inc was a new Marshall Wace position in Q1 2026.
  • TWFG Inc made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1317 holding.
  • Marshall Wace first reported a position in TWFG Inc in Q3 2024 and has held it in 5 quarters since.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.