RA
TWFG

Royce & Associates’s TWFG Inc TWFG Stock Holding History

Royce & Associates’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 		– Sell
-57,019
Closed -$1.64M – 814
2025
Q4 		$1.64M Buy
57,019
+2
+0% +$54 0.02% 618
2025
Q3 		$1.56M Hold
57,017
– – 0.02% 618
2025
Q2 		$2M Hold
57,017
– – 0.02% 599
2025
Q1 		$1.76M Buy
57,017
+17
+0% +$510 0.02% 608
2024
Q4 		$1.76M Hold
57,000
– – 0.02% 644
2024
Q3 		$1.55M Buy
+57,000
New +$1.48M 0.01% 664

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Royce & Associates's TWFG Position: Q1 2026 in Review

Royce & Associates sold out of TWFG Inc (TWFG) in Q1 2026, closing a stake of 57,019 shares — an estimated $1.64M sold.

Royce & Associates first reported a position in TWFG in Q3 2024 and held it in 6 quarters. The position peaked at $2M in Q2 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Royce & Associates reported no remaining TWFG Inc position as of Q1 2026 after selling out during the quarter.
  • Royce & Associates sold 57,019 TWFG Inc shares in Q1 2026, an estimated $1.64M.
  • Royce & Associates first reported a position in TWFG Inc in Q3 2024 and held it in 6 quarters.
  • Royce & Associates's TWFG Inc position peaked at $2M in Q2 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Royce & Associates's 13F filing for Q1 2026, filed 12 May 2026.