PA
TWFG

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
Q1 		$1.45K Buy
+79
New +$1.75K ﹤0.01% 3463

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

Parallel Advisors's TWFG Position: Q1 2026 in Review

Parallel Advisors opened a new position in TWFG Inc (TWFG) in Q1 2026: 79 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #3463 among its holdings.

85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Parallel Advisors held 79 shares of TWFG Inc worth $1.45K as of Q1 2026.
  • TWFG Inc was a new Parallel Advisors position in Q1 2026.
  • TWFG Inc made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #3463 holding.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.