RIM
TWFG

Rakuten Investment Management’s TWFG Inc TWFG Stock Holding History

Rakuten Investment Management’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 		$15.3K Buy
+500
New +$15K ﹤0.01% 680
2024
Q3 		$14K Buy
+500
New +$13K ﹤0.01% 527

Other funds holding TWFG

T. Rowe Price Investment Management
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
American Century Companies
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
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Rakuten Investment Management's TWFG Position: Q1 2025 in Review

Rakuten Investment Management opened a new position in TWFG Inc (TWFG) in Q1 2025: 500 shares worth $15.3K. The stake represents ﹤0.01% of the portfolio and ranks #680 among its holdings. This is a return to the name: Rakuten Investment Management previously reported a position in TWFG as recently as Q3 2024.

Rakuten Investment Management first reported a position in TWFG in Q3 2024 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold TWFG as of Q1 2025.

  • Rakuten Investment Management held 500 shares of TWFG Inc worth $15.3K as of Q1 2025.
  • TWFG Inc was a new Rakuten Investment Management position in Q1 2025.
  • TWFG Inc made up ﹤0.01% of Rakuten Investment Management's portfolio in Q1 2025, its #680 holding.
  • Rakuten Investment Management first reported a position in TWFG Inc in Q3 2024 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2025.

Based on Rakuten Investment Management's 13F filing for Q1 2025, filed 15 May 2025.