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
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

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

Northern Trust's TWFG Position: Q1 2026 in Review

Northern Trust reduced its TWFG Inc (TWFG) stake by 35% in Q1 2026, selling an estimated $477K and leaving 40,131 shares worth $738K. The position accounts for ﹤0.01% of the portfolio, ranked #3464.

Northern Trust first reported a position in TWFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.79M in Q2 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Northern Trust held 40,131 shares of TWFG Inc worth $738K as of Q1 2026.
  • Northern Trust sold 21,530 TWFG Inc shares in Q1 2026, an estimated $477K.
  • TWFG Inc made up ﹤0.01% of Northern Trust's portfolio in Q1 2026, its #3464 holding.
  • Northern Trust first reported a position in TWFG Inc in Q3 2024 and has held it in 7 quarters since.
  • Northern Trust's TWFG Inc position peaked at $1.79M in Q2 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Northern Trust's 13F filing for Q1 2026, filed 14 May 2026.