Mercer Global Advisors
TWFG

Mercer Global Advisors’s TWFG Inc TWFG Stock Holding History

Mercer Global 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
2026
Q2 		$2.4K Buy
+100
New +$1.97K ﹤0.01% 5548

Other funds holding TWFG

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 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
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors's TWFG Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in TWFG Inc (TWFG) in Q2 2026: 100 shares worth $2.4K. The stake represents ﹤0.01% of the portfolio and ranks #5548 among its holdings.

49 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Mercer Global Advisors held 100 shares of TWFG Inc worth $2.4K as of Q2 2026.
  • TWFG Inc was a new Mercer Global Advisors position in Q2 2026.
  • TWFG Inc made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #5548 holding.
  • 49 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.