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 $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 $93.4B AUM 35.1% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return