R Squared’s TWFG Inc TWFG Stock Holding History

R Squared’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 Q1	–	Sell	-510	Closed	-$15.7K	–	1572
2024 Q4	$15.7K	Buy	+510	New	+$15.8K	0.02%	991

Other funds holding TWFG

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

R Squared's TWFG Position: Q1 2025 in Review

R Squared sold out of TWFG Inc (TWFG) in Q1 2025, closing a stake of 510 shares — an estimated $15.7K sold.

R Squared first reported a position in TWFG in Q4 2024 and held it in 1 quarter. The position peaked at $15.7K in Q4 2024. 70 funds tracked by Wall St. Rank hold TWFG as of Q1 2025.

R Squared reported no remaining TWFG Inc position as of Q1 2025 after selling out during the quarter.
R Squared sold 510 TWFG Inc shares in Q1 2025, an estimated $15.7K.
R Squared first reported a position in TWFG Inc in Q4 2024 and held it in 1 quarter.
R Squared's TWFG Inc position peaked at $15.7K in Q4 2024.
70 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.