OQS
TWFG

Occudo Quantitative Strategies’s TWFG Inc TWFG Stock Holding History

Occudo Quantitative Strategies’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
Q2 		– Sell
-9,318
Closed -$284K – 943
2025
Q1 		$284K Buy
9,318
+76
+0.8% +$2.28K 0.04% 486
2024
Q4 		$285K Buy
+9,242
New +$287K 0.05% 467

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Occudo Quantitative Strategies's TWFG Position: Q2 2025 in Review

Occudo Quantitative Strategies sold out of TWFG Inc (TWFG) in Q2 2025, closing a stake of 9,318 shares — an estimated $284K sold.

Occudo Quantitative Strategies first reported a position in TWFG in Q4 2024 and held it in 2 quarters. The position peaked at $285K in Q4 2024. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2025.

  • Occudo Quantitative Strategies reported no remaining TWFG Inc position as of Q2 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 9,318 TWFG Inc shares in Q2 2025, an estimated $284K.
  • Occudo Quantitative Strategies first reported a position in TWFG Inc in Q4 2024 and held it in 2 quarters.
  • Occudo Quantitative Strategies's TWFG Inc position peaked at $285K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2025, filed 14 Aug 2025.