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
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

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 $1.34B AUM 21.03% 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

Raymond James Financial's TWFG Position: Q1 2026 in Review

Raymond James Financial reduced its TWFG Inc (TWFG) stake by 7.7% in Q1 2026, selling an estimated $54.3K and leaving 29,575 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #4288.

Raymond James Financial first reported a position in TWFG in Q2 2025 and has held it in 4 quarters since. The position peaked at $921K in Q4 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Raymond James Financial held 29,575 shares of TWFG Inc worth $544K as of Q1 2026.
  • Raymond James Financial sold 2,451 TWFG Inc shares in Q1 2026, an estimated $54.3K.
  • TWFG Inc made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4288 holding.
  • Raymond James Financial first reported a position in TWFG Inc in Q2 2025 and has held it in 4 quarters since.
  • Raymond James Financial's TWFG Inc position peaked at $921K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.