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
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

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

SEI Investments's TWFG Position: Q1 2026 in Review

SEI Investments reduced its TWFG Inc (TWFG) stake by 1.3% in Q1 2026, selling an estimated $3.7K and leaving 12,473 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #2924.

SEI Investments first reported a position in TWFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $405K in Q4 2024. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • SEI Investments held 12,473 shares of TWFG Inc worth $229K as of Q1 2026.
  • SEI Investments sold 167 TWFG Inc shares in Q1 2026, an estimated $3.7K.
  • TWFG Inc made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #2924 holding.
  • SEI Investments first reported a position in TWFG Inc in Q3 2024 and has held it in 7 quarters since.
  • SEI Investments's TWFG Inc position peaked at $405K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.