Northern Trust
TWFG

Northern Trust’s TWFG Inc TWFG Stock Holding History

Northern Trust’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 		$748K Sell
31,116
-9,015
-22% -$177K ﹤0.01% 3564
2026
Q1 		$738K Sell
40,131
-21,530
-35% -$477K ﹤0.01% 3464
2025
Q4 		$1.77M Buy
61,661
+7,809
+15% +$212K ﹤0.01% 3068
2025
Q3 		$1.48M Buy
53,852
+2,648
+5% +$76.5K ﹤0.01% 3198
2025
Q2 		$1.79M Buy
51,204
+19,042
+59% +$635K ﹤0.01% 3051
2025
Q1 		$994K Buy
32,162
+7,317
+29% +$220K ﹤0.01% 3284
2024
Q4 		$765K Sell
24,845
-1,365
-5% -$42.4K ﹤0.01% 3506
2024
Q3 		$711K Buy
+26,210
New +$680K ﹤0.01% 3468

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

Northern Trust's TWFG Position: Q2 2026 in Review

Northern Trust reduced its TWFG Inc (TWFG) stake by 22% in Q2 2026, selling an estimated $177K and leaving 31,116 shares worth $748K. The position accounts for ﹤0.01% of the portfolio, ranked #3564.

Northern Trust first reported a position in TWFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.79M in Q2 2025. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Northern Trust held 31,116 shares of TWFG Inc worth $748K as of Q2 2026.
  • Northern Trust sold 9,015 TWFG Inc shares in Q2 2026, an estimated $177K.
  • TWFG Inc made up ﹤0.01% of Northern Trust's portfolio in Q2 2026, its #3564 holding.
  • Northern Trust first reported a position in TWFG Inc in Q3 2024 and has held it in 8 quarters since.
  • Northern Trust's TWFG Inc position peaked at $1.79M in Q2 2025.
  • 82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Northern Trust's 13F filing for Q2 2026, filed 13 Aug 2026.