SIM
TWFG

Sandia Investment Management’s TWFG Inc TWFG Stock Holding History

Sandia Investment Management’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
2025
Q1 		– Sell
-5,000
Closed -$154K – 127
2024
Q4 		$154K Sell
5,000
-5,000
-50% -$155K 0.29% 71
2024
Q3 		$271K Buy
+10,000
New +$259K 0.44% 50

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Sandia Investment Management's TWFG Position: Q1 2025 in Review

Sandia Investment Management sold out of TWFG Inc (TWFG) in Q1 2025, closing a stake of 5,000 shares — an estimated $154K sold.

Sandia Investment Management first reported a position in TWFG in Q3 2024 and held it in 2 quarters. The position peaked at $271K in Q3 2024. 70 funds tracked by Wall St. Rank hold TWFG as of Q1 2025.

  • Sandia Investment Management reported no remaining TWFG Inc position as of Q1 2025 after selling out during the quarter.
  • Sandia Investment Management sold 5,000 TWFG Inc shares in Q1 2025, an estimated $154K.
  • Sandia Investment Management first reported a position in TWFG Inc in Q3 2024 and held it in 2 quarters.
  • Sandia Investment Management's TWFG Inc position peaked at $271K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2025.

Based on Sandia Investment Management's 13F filing for Q1 2025, filed 15 May 2025.