Parallel Advisors’s TWFG Inc TWFG Stock Holding History

Parallel Advisors’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	$1.9K	Hold	79	–	–	﹤0.01%	3529
2026 Q1	$1.45K	Buy	+79	New	+$1.75K	﹤0.01%	3463

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

Parallel Advisors's TWFG Position: Q2 2026 in Review

Parallel Advisors held its TWFG Inc (TWFG) position steady in Q2 2026 at 79 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3529.

Parallel Advisors first reported a position in TWFG in Q1 2026 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

Parallel Advisors held 79 shares of TWFG Inc worth $1.9K as of Q2 2026.
Parallel Advisors left its TWFG Inc share count unchanged in Q2 2026.
TWFG Inc made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #3529 holding.
Parallel Advisors first reported a position in TWFG Inc in Q1 2026 and has held it in 2 quarters since.
81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.