Osaic Holdings
TWFG

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
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

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

Osaic Holdings's TWFG Position: Q1 2026 in Review

Osaic Holdings opened a new position in TWFG Inc (TWFG) in Q1 2026: 50 shares worth $919. The stake represents ﹤0.01% of the portfolio and ranks #7285 among its holdings. This is a return to the name: Osaic Holdings previously reported a position in TWFG as recently as Q3 2025.

Osaic Holdings first reported a position in TWFG in Q2 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Osaic Holdings held 50 shares of TWFG Inc worth $919 as of Q1 2026.
  • TWFG Inc was a new Osaic Holdings position in Q1 2026.
  • TWFG Inc made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #7285 holding.
  • Osaic Holdings first reported a position in TWFG Inc in Q2 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.