Osaic Holdings’s TWFG Inc TWFG Stock Holding History

Osaic Holdings’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	$1.2K	Hold	50	–	–	﹤0.01%	7435
2026 Q1	$919	Buy	+50	New	+$1.11K	﹤0.01%	7285
2025 Q4	–	Sell	-25	Closed	-$661	–	8251
2025 Q3	$661	Hold	25	–	–	﹤0.01%	7475
2025 Q2	$875	Buy	+25	New	+$833	﹤0.01%	7202

Other funds holding TWFG

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return

Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Osaic Holdings's TWFG Position: Q2 2026 in Review

Osaic Holdings held its TWFG Inc (TWFG) position steady in Q2 2026 at 50 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #7435.

Osaic Holdings first reported a position in TWFG in Q2 2025 and has held it in 4 quarters since. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

Osaic Holdings held 50 shares of TWFG Inc worth $1.2K as of Q2 2026.
Osaic Holdings left its TWFG Inc share count unchanged in Q2 2026.
TWFG Inc made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7435 holding.
Osaic Holdings first reported a position in TWFG Inc in Q2 2025 and has held it in 4 quarters since.
81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.