Qube Research & Technologies (QRT)’s TWFG Inc TWFG Stock Holding History

Qube Research & Technologies (QRT)’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	$1.65M	Sell	68,450 -4,485	-6%	-$88.2K	﹤0.01%	2210
2026 Q1	$1.34M	Buy	72,935 +45,499	+166%	+$1.01M	﹤0.01%	2366
2025 Q4	$789K	Sell	27,436 -25,257	-48%	-$687K	﹤0.01%	2644
2025 Q3	$1.45M	Sell	52,693 -26,217	-33%	-$758K	﹤0.01%	2378
2025 Q2	$2.76M	Buy	78,910 +95	+0.1%	+$3.17K	﹤0.01%	2042
2025 Q1	$2.44M	Sell	78,815 -13,851	-15%	-$416K	﹤0.01%	1882
2024 Q4	$2.85M	Buy	92,666 +51,700	+126%	+$1.61M	﹤0.01%	1735
2024 Q3	$1.11M	Buy	+40,966	New	+$1.06M	﹤0.01%	1994

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

Qube Research & Technologies (QRT)'s TWFG Position: Q2 2026 in Review

Qube Research & Technologies (QRT) reduced its TWFG Inc (TWFG) stake by 6.1% in Q2 2026, selling an estimated $88.2K and leaving 68,450 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2210.

Qube Research & Technologies (QRT) first reported a position in TWFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.85M in Q4 2024. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

Qube Research & Technologies (QRT) held 68,450 shares of TWFG Inc worth $1.65M as of Q2 2026.
Qube Research & Technologies (QRT) sold 4,485 TWFG Inc shares in Q2 2026, an estimated $88.2K.
TWFG Inc made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q2 2026, its #2210 holding.
Qube Research & Technologies (QRT) first reported a position in TWFG Inc in Q3 2024 and has held it in 8 quarters since.
Qube Research & Technologies (QRT)'s TWFG Inc position peaked at $2.85M in Q4 2024.
81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2026, filed 14 Aug 2026.