Qube Research & Technologies (QRT)
TWFG

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
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

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

Qube Research & Technologies (QRT)'s TWFG Position: Q1 2026 in Review

Qube Research & Technologies (QRT) increased its TWFG Inc (TWFG) stake by 166% in Q1 2026, buying an estimated $1.01M and bringing the position to 72,935 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2366.

Qube Research & Technologies (QRT) first reported a position in TWFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.85M in Q4 2024. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Qube Research & Technologies (QRT) held 72,935 shares of TWFG Inc worth $1.34M as of Q1 2026.
  • Qube Research & Technologies (QRT) bought 45,499 TWFG Inc shares in Q1 2026, an estimated $1.01M.
  • TWFG Inc made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q1 2026, its #2366 holding.
  • Qube Research & Technologies (QRT) first reported a position in TWFG Inc in Q3 2024 and has held it in 7 quarters since.
  • Qube Research & Technologies (QRT)'s TWFG Inc position peaked at $2.85M in Q4 2024.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.