SSA
TWFG

Schonfeld Strategic Advisors’s TWFG Inc TWFG Stock Holding History

Schonfeld Strategic Advisors’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 		$914K Buy
49,699
+22,851
+85% +$506K 0.01% 1138
2025
Q4 		$772K Buy
26,848
+12,912
+93% +$351K ﹤0.01% 1224
2025
Q3 		$382K Buy
13,936
+970
+7% +$28K ﹤0.01% 1767
2025
Q2 		$454K Buy
12,966
+4,821
+59% +$161K ﹤0.01% 1571
2025
Q1 		$252K Buy
+8,145
New +$245K ﹤0.01% 1862

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

Schonfeld Strategic Advisors's TWFG Position: Q1 2026 in Review

Schonfeld Strategic Advisors increased its TWFG Inc (TWFG) stake by 85% in Q1 2026, buying an estimated $506K and bringing the position to 49,699 shares worth $914K. The position accounts for 0.01% of the portfolio, ranked #1138.

Schonfeld Strategic Advisors first reported a position in TWFG in Q1 2025 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Schonfeld Strategic Advisors held 49,699 shares of TWFG Inc worth $914K as of Q1 2026.
  • Schonfeld Strategic Advisors bought 22,851 TWFG Inc shares in Q1 2026, an estimated $506K.
  • TWFG Inc made up 0.01% of Schonfeld Strategic Advisors's portfolio in Q1 2026, its #1138 holding.
  • Schonfeld Strategic Advisors first reported a position in TWFG Inc in Q1 2025 and has held it in 5 quarters since.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2026, filed 15 May 2026.