SGM
TWFG

Seven Grand Managers’s TWFG Inc TWFG Stock Holding History

Seven Grand Managers’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
Q4 		– Sell
-50,000
Closed -$1.37M – 164
2025
Q3 		$1.37M Buy
50,000
+10,000
+25% +$289K 0.11% 94
2025
Q2 		$1.4M Buy
40,000
+10,000
+33% +$333K 0.17% 56
2025
Q1 		$927K Hold
30,000
– – 0.22% 39
2024
Q4 		$924K Hold
30,000
– – 0.42% 35
2024
Q3 		$814K Buy
+30,000
New +$778K 0.18% 64

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return

Seven Grand Managers's TWFG Position: Q4 2025 in Review

Seven Grand Managers sold out of TWFG Inc (TWFG) in Q4 2025, closing a stake of 50,000 shares — an estimated $1.37M sold.

Seven Grand Managers first reported a position in TWFG in Q3 2024 and held it in 5 quarters. The position peaked at $1.4M in Q2 2025. 70 funds tracked by Wall St. Rank hold TWFG as of Q4 2025.

  • Seven Grand Managers reported no remaining TWFG Inc position as of Q4 2025 after selling out during the quarter.
  • Seven Grand Managers sold 50,000 TWFG Inc shares in Q4 2025, an estimated $1.37M.
  • Seven Grand Managers first reported a position in TWFG Inc in Q3 2024 and held it in 5 quarters.
  • Seven Grand Managers's TWFG Inc position peaked at $1.4M in Q2 2025.
  • 70 funds tracked by Wall St. Rank held TWFG Inc as of Q4 2025.

Based on Seven Grand Managers's 13F filing for Q4 2025, filed 10 Feb 2026.