Morgan Stanley
TWFG

Morgan Stanley’s TWFG Inc TWFG Stock Holding History

Morgan Stanley’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 		$2.05M Buy
111,526
+75,323
+208% +$1.67M ﹤0.01% 4750
2025
Q4 		$1.04M Sell
36,203
-33,791
-48% -$918K ﹤0.01% 5167
2025
Q3 		$1.92M Sell
69,994
-4,312
-6% -$125K ﹤0.01% 4817
2025
Q2 		$2.6M Sell
74,306
-19,668
-21% -$656K ﹤0.01% 4538
2025
Q1 		$2.9M Buy
93,974
+20,591
+28% +$618K ﹤0.01% 4347
2024
Q4 		$2.26M Buy
73,383
+39,224
+115% +$1.22M ﹤0.01% 4611
2024
Q3 		$926K Buy
+34,159
New +$886K ﹤0.01% 5089

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

Morgan Stanley's TWFG Position: Q1 2026 in Review

Morgan Stanley increased its TWFG Inc (TWFG) stake by 208% in Q1 2026, buying an estimated $1.67M and bringing the position to 111,526 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #4750.

Morgan Stanley first reported a position in TWFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.9M in Q1 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Morgan Stanley held 111,526 shares of TWFG Inc worth $2.05M as of Q1 2026.
  • Morgan Stanley bought 75,323 TWFG Inc shares in Q1 2026, an estimated $1.67M.
  • TWFG Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4750 holding.
  • Morgan Stanley first reported a position in TWFG Inc in Q3 2024 and has held it in 7 quarters since.
  • Morgan Stanley's TWFG Inc position peaked at $2.9M in Q1 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.