Riverbridge Partners’s TWFG Inc TWFG Stock Holding History

Riverbridge Partners’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	$8M	Sell	332,658 -216,956	-39%	-$4.26M	0.22%	83
2026 Q1	$10.1M	Sell	549,614 -44,130	-7%	-$977K	0.25%	84
2025 Q4	$17.1M	Buy	593,744 +51,083	+9%	+$1.39M	0.32%	79
2025 Q3	$14.9M	Buy	542,661 +198,394	+58%	+$5.73M	0.25%	86
2025 Q2	$12M	Buy	+344,267	New	+$11.5M	0.19%	86

Other funds holding TWFG

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Riverbridge Partners's TWFG Position: Q2 2026 in Review

Riverbridge Partners reduced its TWFG Inc (TWFG) stake by 39% in Q2 2026, selling an estimated $4.26M and leaving 332,658 shares worth $8M. The position accounts for 0.22% of the portfolio, ranked #83.

Riverbridge Partners first reported a position in TWFG in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.1M in Q4 2025. 3 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

Riverbridge Partners held 332,658 shares of TWFG Inc worth $8M as of Q2 2026.
Riverbridge Partners sold 216,956 TWFG Inc shares in Q2 2026, an estimated $4.26M.
TWFG Inc made up 0.22% of Riverbridge Partners's portfolio in Q2 2026, its #83 holding.
Riverbridge Partners first reported a position in TWFG Inc in Q2 2025 and has held it in 5 quarters since.
Riverbridge Partners's TWFG Inc position peaked at $17.1M in Q4 2025.
3 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Riverbridge Partners's 13F filing for Q2 2026, filed 13 Jul 2026.