Millennium Management
TWFG

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
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

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Millennium Management's TWFG Position: Q1 2026 in Review

Millennium Management increased its TWFG Inc (TWFG) stake by 1,192% in Q1 2026, buying an estimated $2.18M and bringing the position to 106,906 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #3891.

Millennium Management first reported a position in TWFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.99M in Q2 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Millennium Management held 106,906 shares of TWFG Inc worth $1.97M as of Q1 2026.
  • Millennium Management bought 98,631 TWFG Inc shares in Q1 2026, an estimated $2.18M.
  • TWFG Inc made up ﹤0.01% of Millennium Management's portfolio in Q1 2026, its #3891 holding.
  • Millennium Management first reported a position in TWFG Inc in Q4 2024 and has held it in 6 quarters since.
  • Millennium Management's TWFG Inc position peaked at $3.99M in Q2 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.