NCGI
TWFG

Next Century Growth Investors’s TWFG Inc TWFG Stock Holding History

Next Century Growth Investors’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
2025
Q4 		– Sell
-143,340
Closed -$3.93M – 140
2025
Q3 		$3.93M Sell
143,340
-1,058
-0.7% -$30.6K 0.29% 96
2025
Q2 		$5.05M Buy
144,398
+36,662
+34% +$1.22M 0.39% 84
2025
Q1 		$3.33M Sell
107,736
-378
-0.3% -$11.3K 0.3% 92
2024
Q4 		$3.33M Sell
108,114
-83
-0.1% -$2.58K 0.25% 105
2024
Q3 		$2.93M Buy
+108,197
New +$2.81M 0.24% 101

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return

Next Century Growth Investors's TWFG Position: Q4 2025 in Review

Next Century Growth Investors sold out of TWFG Inc (TWFG) in Q4 2025, closing a stake of 143,340 shares — an estimated $3.93M sold.

Next Century Growth Investors first reported a position in TWFG in Q3 2024 and held it in 5 quarters. The position peaked at $5.05M in Q2 2025. 70 funds tracked by Wall St. Rank hold TWFG as of Q4 2025.

  • Next Century Growth Investors reported no remaining TWFG Inc position as of Q4 2025 after selling out during the quarter.
  • Next Century Growth Investors sold 143,340 TWFG Inc shares in Q4 2025, an estimated $3.93M.
  • Next Century Growth Investors first reported a position in TWFG Inc in Q3 2024 and held it in 5 quarters.
  • Next Century Growth Investors's TWFG Inc position peaked at $5.05M in Q2 2025.
  • 70 funds tracked by Wall St. Rank held TWFG Inc as of Q4 2025.

Based on Next Century Growth Investors's 13F filing for Q4 2025, filed 13 Feb 2026.