Quadrant Capital Group’s TWFG Inc TWFG Stock Holding History

Quadrant Capital Group’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	–	Sell	-2,357	Closed	-$43.3K	–	2672
2026 Q1	$43.3K	Hold	2,357	–	–	﹤0.01%	1752
2025 Q4	$67.8K	Buy	+2,357	New	+$64.1K	﹤0.01%	1601

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

Quadrant Capital Group's TWFG Position: Q2 2026 in Review

Quadrant Capital Group sold out of TWFG Inc (TWFG) in Q2 2026, closing a stake of 2,357 shares — an estimated $43.3K sold.

Quadrant Capital Group first reported a position in TWFG in Q4 2025 and held it in 2 quarters. The position peaked at $67.8K in Q4 2025. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

Quadrant Capital Group reported no remaining TWFG Inc position as of Q2 2026 after selling out during the quarter.
Quadrant Capital Group sold 2,357 TWFG Inc shares in Q2 2026, an estimated $43.3K.
Quadrant Capital Group first reported a position in TWFG Inc in Q4 2025 and held it in 2 quarters.
Quadrant Capital Group's TWFG Inc position peaked at $67.8K in Q4 2025.
82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Quadrant Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.