Nuveen
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
Q2 		– Sell
-495,092
Closed -$9.1M – 3860
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

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

Nuveen's TWFG Position: Q2 2026 in Review

Nuveen sold out of TWFG Inc (TWFG) in Q2 2026, closing a stake of 495,092 shares — an estimated $9.1M sold.

Nuveen first reported a position in TWFG in Q3 2024 and held it in 7 quarters. The position peaked at $21.9M in Q4 2024. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Nuveen reported no remaining TWFG Inc position as of Q2 2026 after selling out during the quarter.
  • Nuveen sold 495,092 TWFG Inc shares in Q2 2026, an estimated $9.1M.
  • Nuveen first reported a position in TWFG Inc in Q3 2024 and held it in 7 quarters.
  • Nuveen's TWFG Inc position peaked at $21.9M in Q4 2024.
  • 82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.