QT
TWFG

Quantbot Technologies’s TWFG Inc TWFG Stock Holding History

Quantbot Technologies’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 		$131K Buy
+7,107
New +$157K 0.01% 1265
2025
Q4 		– Sell
-4,003
Closed -$110K – 2261
2025
Q3 		$110K Sell
4,003
-50
-1% -$1.45K ﹤0.01% 1424
2025
Q2 		$142K Buy
4,053
+1,395
+52% +$46.5K ﹤0.01% 1317
2025
Q1 		$82.2K Sell
2,658
-2,749
-51% -$82.5K ﹤0.01% 1267
2024
Q4 		$167K Buy
5,407
+1,981
+58% +$61.6K 0.01% 1092
2024
Q3 		$92.9K Buy
+3,426
New +$88.9K ﹤0.01% 1182

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

Quantbot Technologies's TWFG Position: Q1 2026 in Review

Quantbot Technologies opened a new position in TWFG Inc (TWFG) in Q1 2026: 7,107 shares worth $131K. The stake represents 0.01% of the portfolio and ranks #1265 among its holdings. This is a return to the name: Quantbot Technologies previously reported a position in TWFG as recently as Q3 2025.

Quantbot Technologies first reported a position in TWFG in Q3 2024 and has held it in 6 quarters since. The position peaked at $167K in Q4 2024. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Quantbot Technologies held 7,107 shares of TWFG Inc worth $131K as of Q1 2026.
  • TWFG Inc was a new Quantbot Technologies position in Q1 2026.
  • TWFG Inc made up 0.01% of Quantbot Technologies's portfolio in Q1 2026, its #1265 holding.
  • Quantbot Technologies first reported a position in TWFG Inc in Q3 2024 and has held it in 6 quarters since.
  • Quantbot Technologies's TWFG Inc position peaked at $167K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Quantbot Technologies's 13F filing for Q1 2026, filed 13 May 2026.