PP
TWFG

PDT Partners’s TWFG Inc TWFG Stock Holding History

PDT Partners’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
-14,057
Closed -$492K – 754
2025
Q2 		$492K Sell
14,057
-2,830
-17% -$94.3K 0.03% 528
2025
Q1 		$522K Buy
16,887
+692
+4% +$20.8K 0.04% 524
2024
Q4 		$499K Buy
+16,195
New +$503K 0.04% 482

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

PDT Partners's TWFG Position: Q3 2025 in Review

PDT Partners sold out of TWFG Inc (TWFG) in Q3 2025, closing a stake of 14,057 shares — an estimated $492K sold.

PDT Partners first reported a position in TWFG in Q4 2024 and held it in 3 quarters. The position peaked at $522K in Q1 2025. 67 funds tracked by Wall St. Rank hold TWFG as of Q3 2025.

  • PDT Partners reported no remaining TWFG Inc position as of Q3 2025 after selling out during the quarter.
  • PDT Partners sold 14,057 TWFG Inc shares in Q3 2025, an estimated $492K.
  • PDT Partners first reported a position in TWFG Inc in Q4 2024 and held it in 3 quarters.
  • PDT Partners's TWFG Inc position peaked at $522K in Q1 2025.
  • 67 funds tracked by Wall St. Rank held TWFG Inc as of Q3 2025.

Based on PDT Partners's 13F filing for Q3 2025, filed 17 Nov 2025.