Russell Investments Group
TWFG

Russell Investments Group’s TWFG Inc TWFG Stock Holding History

Russell Investments Group’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 		$32.4K Buy
1,760
+339
+24% +$7.51K ﹤0.01% 3468
2025
Q4 		$40.9K Sell
1,421
-3,747
-73% -$102K ﹤0.01% 3370
2025
Q3 		$142K Buy
+5,168
New +$149K ﹤0.01% 2927

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

Russell Investments Group's TWFG Position: Q1 2026 in Review

Russell Investments Group increased its TWFG Inc (TWFG) stake by 24% in Q1 2026, buying an estimated $7.51K and bringing the position to 1,760 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3468.

Russell Investments Group first reported a position in TWFG in Q3 2025 and has held it in 3 quarters since. The position peaked at $142K in Q3 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Russell Investments Group held 1,760 shares of TWFG Inc worth $32.4K as of Q1 2026.
  • Russell Investments Group bought 339 TWFG Inc shares in Q1 2026, an estimated $7.51K.
  • TWFG Inc made up ﹤0.01% of Russell Investments Group's portfolio in Q1 2026, its #3468 holding.
  • Russell Investments Group first reported a position in TWFG Inc in Q3 2025 and has held it in 3 quarters since.
  • Russell Investments Group's TWFG Inc position peaked at $142K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.