MA
TWFG

MCF Advisors’s TWFG Inc TWFG Stock Holding History

MCF Advisors’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
Q4 		– Sell
-183
Closed -$5.02K – 1190
2025
Q3 		$5.02K Hold
183
– – ﹤0.01% 795
2025
Q2 		$6.41K Buy
183
+50
+38% +$1.67K ﹤0.01% 723
2025
Q1 		$4.11K Hold
133
– – ﹤0.01% 758
2024
Q4 		$4.1K Hold
133
– – ﹤0.01% 786
2024
Q3 		$3.61K Buy
+133
New +$3.45K ﹤0.01% 791

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
GC
Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return

MCF Advisors's TWFG Position: Q4 2025 in Review

MCF Advisors sold out of TWFG Inc (TWFG) in Q4 2025, closing a stake of 183 shares — an estimated $5.02K sold.

MCF Advisors first reported a position in TWFG in Q3 2024 and held it in 5 quarters. The position peaked at $6.41K in Q2 2025. 70 funds tracked by Wall St. Rank hold TWFG as of Q4 2025.

  • MCF Advisors reported no remaining TWFG Inc position as of Q4 2025 after selling out during the quarter.
  • MCF Advisors sold 183 TWFG Inc shares in Q4 2025, an estimated $5.02K.
  • MCF Advisors first reported a position in TWFG Inc in Q3 2024 and held it in 5 quarters.
  • MCF Advisors's TWFG Inc position peaked at $6.41K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held TWFG Inc as of Q4 2025.

Based on MCF Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.