MG
TWFG

Michael Gelband’s TWFG Inc TWFG Stock Holding History

Michael Gelband’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 		– Sell
-20,959
Closed -$603K – 2183
2025
Q4 		$603K Sell
20,959
-18,708
-47% -$508K ﹤0.01% 1145
2025
Q3 		$1.09M Sell
39,667
-8,674
-18% -$251K 0.01% 938
2025
Q2 		$1.69M Sell
48,341
-83,593
-63% -$2.79M 0.01% 801
2025
Q1 		$4.08M Buy
131,934
+32,812
+33% +$985K 0.04% 474
2024
Q4 		$3.05M Buy
99,122
+65,968
+199% +$2.05M 0.02% 577
2024
Q3 		$899K Buy
+33,154
New +$860K 0.01% 1000

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Michael Gelband's TWFG Position: Q1 2026 in Review

Michael Gelband sold out of TWFG Inc (TWFG) in Q1 2026, closing a stake of 20,959 shares — an estimated $603K sold.

Michael Gelband first reported a position in TWFG in Q3 2024 and held it in 6 quarters. The position peaked at $4.08M in Q1 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Michael Gelband reported no remaining TWFG Inc position as of Q1 2026 after selling out during the quarter.
  • Michael Gelband sold 20,959 TWFG Inc shares in Q1 2026, an estimated $603K.
  • Michael Gelband first reported a position in TWFG Inc in Q3 2024 and held it in 6 quarters.
  • Michael Gelband's TWFG Inc position peaked at $4.08M in Q1 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.