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
Q2 		$3.08M Buy
127,879
+16,353
+15% +$321K ﹤0.01% 4580
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

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Morgan Stanley's TWFG Position: Q2 2026 in Review

Morgan Stanley increased its TWFG Inc (TWFG) stake by 15% in Q2 2026, buying an estimated $321K and bringing the position to 127,879 shares worth $3.08M. The position accounts for ﹤0.01% of the portfolio, ranked #4580.

Morgan Stanley first reported a position in TWFG in Q3 2024 and has held it in 8 quarters since. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Morgan Stanley held 127,879 shares of TWFG Inc worth $3.08M as of Q2 2026.
  • Morgan Stanley bought 16,353 TWFG Inc shares in Q2 2026, an estimated $321K.
  • TWFG Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4580 holding.
  • Morgan Stanley first reported a position in TWFG Inc in Q3 2024 and has held it in 8 quarters since.
  • 82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.