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TWFG

Nuveen’s TWFG Inc TWFG Stock Holding History

Nuveen’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 		$9.1M Hold
495,092
– – ﹤0.01% 1612
2025
Q4 		$14.2M Hold
495,092
– – ﹤0.01% 1354
2025
Q3 		$13.6M Sell
495,092
-4,680
-0.9% -$135K ﹤0.01% 1377
2025
Q2 		$17.5M Sell
499,772
-1,719
-0.3% -$57.3K ﹤0.01% 1189
2025
Q1 		$15.5M Sell
501,491
-210,404
-30% -$6.32M ﹤0.01% 1291
2024
Q4 		$21.9M Sell
711,895
-86,325
-11% -$2.68M 0.01% 1134
2024
Q3 		$21.6M Buy
+798,220
New +$20.7M 0.01% 1138

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
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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Nuveen's TWFG Position: Q1 2026 in Review

Nuveen held its TWFG Inc (TWFG) position steady in Q1 2026 at 495,092 shares worth $9.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Nuveen first reported a position in TWFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $21.9M in Q4 2024. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Nuveen held 495,092 shares of TWFG Inc worth $9.1M as of Q1 2026.
  • Nuveen left its TWFG Inc share count unchanged in Q1 2026.
  • TWFG Inc made up ﹤0.01% of Nuveen's portfolio in Q1 2026, its #1612 holding.
  • Nuveen first reported a position in TWFG Inc in Q3 2024 and has held it in 7 quarters since.
  • Nuveen's TWFG Inc position peaked at $21.9M in Q4 2024.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.