Millennium Management’s TWFG Inc TWFG Stock Holding History

Millennium Management’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	$1.44M	Sell	60,048 -46,858	-44%	-$921K	﹤0.01%	4077
2026 Q1	$1.97M	Buy	106,906 +98,631	+1,192%	+$2.18M	﹤0.01%	3891
2025 Q4	$238K	Sell	8,275 -14,536	-64%	-$395K	﹤0.01%	5382
2025 Q3	$626K	Sell	22,811 -91,263	-80%	-$2.64M	﹤0.01%	4938
2025 Q2	$3.99M	Buy	114,074 +58,248	+104%	+$1.94M	﹤0.01%	3223
2025 Q1	$1.73M	Sell	55,826 -23,935	-30%	-$719K	﹤0.01%	3917
2024 Q4	$2.46M	Buy	+79,761	New	+$2.48M	﹤0.01%	3460

Other funds holding TWFG

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return

Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Millennium Management's TWFG Position: Q2 2026 in Review

Millennium Management reduced its TWFG Inc (TWFG) stake by 44% in Q2 2026, selling an estimated $921K and leaving 60,048 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #4077.

Millennium Management first reported a position in TWFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.99M in Q2 2025. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

Millennium Management held 60,048 shares of TWFG Inc worth $1.44M as of Q2 2026.
Millennium Management sold 46,858 TWFG Inc shares in Q2 2026, an estimated $921K.
TWFG Inc made up ﹤0.01% of Millennium Management's portfolio in Q2 2026, its #4077 holding.
Millennium Management first reported a position in TWFG Inc in Q4 2024 and has held it in 7 quarters since.
Millennium Management's TWFG Inc position peaked at $3.99M in Q2 2025.
82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.