SEI Investments
TWFG

SEI Investments’s TWFG Inc TWFG Stock Holding History

SEI Investments’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
Q2 		– Sell
-12,473
Closed -$229K – 3423
2026
Q1 		$229K Sell
12,473
-167
-1% -$3.7K ﹤0.01% 2924
2025
Q4 		$364K Buy
12,640
+670
+6% +$18.2K ﹤0.01% 2644
2025
Q3 		$328K Buy
11,970
+2,660
+29% +$76.9K ﹤0.01% 2427
2025
Q2 		$326K Buy
9,310
+1,157
+14% +$38.6K ﹤0.01% 2375
2025
Q1 		$252K Sell
8,153
-5,004
-38% -$150K ﹤0.01% 2401
2024
Q4 		$405K Buy
13,157
+4,747
+56% +$147K ﹤0.01% 2256
2024
Q3 		$228K Buy
+8,410
New +$218K ﹤0.01% 2433

Other funds holding TWFG

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

SEI Investments's TWFG Position: Q2 2026 in Review

SEI Investments sold out of TWFG Inc (TWFG) in Q2 2026, closing a stake of 12,473 shares — an estimated $229K sold.

SEI Investments first reported a position in TWFG in Q3 2024 and held it in 7 quarters. The position peaked at $405K in Q4 2024. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • SEI Investments reported no remaining TWFG Inc position as of Q2 2026 after selling out during the quarter.
  • SEI Investments sold 12,473 TWFG Inc shares in Q2 2026, an estimated $229K.
  • SEI Investments first reported a position in TWFG Inc in Q3 2024 and held it in 7 quarters.
  • SEI Investments's TWFG Inc position peaked at $405K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.