Park Place Capital’s TWFG Inc TWFG Stock Holding History

Park Place Capital’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 Q3	–	Sell	-98	Closed	-$3.43K	–	834
2025 Q2	$3.43K	Buy	+98	New	+$3.27K	﹤0.01%	687

Other funds holding TWFG

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Park Place Capital's TWFG Position: Q3 2025 in Review

Park Place Capital sold out of TWFG Inc (TWFG) in Q3 2025, closing a stake of 98 shares — an estimated $3.43K sold.

Park Place Capital first reported a position in TWFG in Q2 2025 and held it in 1 quarter. The position peaked at $3.43K in Q2 2025. 67 funds tracked by Wall St. Rank hold TWFG as of Q3 2025.

Park Place Capital reported no remaining TWFG Inc position as of Q3 2025 after selling out during the quarter.
Park Place Capital sold 98 TWFG Inc shares in Q3 2025, an estimated $3.43K.
Park Place Capital first reported a position in TWFG Inc in Q2 2025 and held it in 1 quarter.
Park Place Capital's TWFG Inc position peaked at $3.43K in Q2 2025.
67 funds tracked by Wall St. Rank held TWFG Inc as of Q3 2025.

Based on Park Place Capital's 13F filing for Q3 2025, filed 22 Oct 2025.