Royal Bank of Canada
TWFG

Royal Bank of Canada’s TWFG Inc TWFG Stock Holding History

Royal Bank of Canada’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 		$119K Sell
6,485
-693
-10% -$15.3K ﹤0.01% 5029
2025
Q4 		$207K Buy
7,178
+2,069
+40% +$56.2K ﹤0.01% 4734
2025
Q3 		$140K Sell
5,109
-556
-10% -$16.1K ﹤0.01% 5311
2025
Q2 		$199K Buy
5,665
+4,305
+317% +$144K ﹤0.01% 5158
2025
Q1 		$42K Sell
1,360
-5,803
-81% -$174K ﹤0.01% 5642
2024
Q4 		$220K Buy
7,163
+2,167
+43% +$67.3K ﹤0.01% 4742
2024
Q3 		$135K Buy
+4,996
New +$130K ﹤0.01% 5138

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 $1.21B AUM 19.91% 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

Royal Bank of Canada's TWFG Position: Q1 2026 in Review

Royal Bank of Canada reduced its TWFG Inc (TWFG) stake by 9.7% in Q1 2026, selling an estimated $15.3K and leaving 6,485 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #5029.

Royal Bank of Canada first reported a position in TWFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $220K in Q4 2024. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Royal Bank of Canada held 6,485 shares of TWFG Inc worth $119K as of Q1 2026.
  • Royal Bank of Canada sold 693 TWFG Inc shares in Q1 2026, an estimated $15.3K.
  • TWFG Inc made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #5029 holding.
  • Royal Bank of Canada first reported a position in TWFG Inc in Q3 2024 and has held it in 7 quarters since.
  • Royal Bank of Canada's TWFG Inc position peaked at $220K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.