Raymond James Financial
TWFG

Raymond James Financial’s TWFG Inc TWFG Stock Holding History

Raymond James Financial’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 		$754K Buy
31,350
+1,775
+6% +$34.9K ﹤0.01% 4204
2026
Q1 		$544K Sell
29,575
-2,451
-8% -$54.3K ﹤0.01% 4288
2025
Q4 		$921K Buy
32,026
+2,376
+8% +$64.6K ﹤0.01% 3834
2025
Q3 		$814K Buy
29,650
+29,150
+5,830% +$842K ﹤0.01% 3816
2025
Q2 		$17.5K Buy
+500
New +$16.7K ﹤0.01% 5658

Other funds holding TWFG

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Raymond James Financial's TWFG Position: Q2 2026 in Review

Raymond James Financial increased its TWFG Inc (TWFG) stake by 6% in Q2 2026, buying an estimated $34.9K and bringing the position to 31,350 shares worth $754K. The position accounts for ﹤0.01% of the portfolio, ranked #4204.

Raymond James Financial first reported a position in TWFG in Q2 2025 and has held it in 5 quarters since. The position peaked at $921K in Q4 2025. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Raymond James Financial held 31,350 shares of TWFG Inc worth $754K as of Q2 2026.
  • Raymond James Financial bought 1,775 TWFG Inc shares in Q2 2026, an estimated $34.9K.
  • TWFG Inc made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4204 holding.
  • Raymond James Financial first reported a position in TWFG Inc in Q2 2025 and has held it in 5 quarters since.
  • Raymond James Financial's TWFG Inc position peaked at $921K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.