Squarepoint’s TWFG Inc TWFG Stock Holding History

Squarepoint’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	-16,878	Closed	-$310K	–	5089
2026 Q1	$310K	Buy	+16,878	New	+$374K	﹤0.01%	3674
2025 Q3	–	Sell	-8,039	Closed	-$281K	–	5124
2025 Q2	$281K	Buy	+8,039	New	+$268K	﹤0.01%	3739
2025 Q1	–	Sell	-63,000	Closed	-$1.94M	–	5587
2024 Q4	$1.94M	Sell	63,000 -294	-0.5%	-$9.13K	﹤0.01%	2451
2024 Q3	$1.72M	Buy	+63,294	New	+$1.64M	﹤0.01%	2177

Other funds holding TWFG

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return

Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Squarepoint's TWFG Position: Q2 2026 in Review

Squarepoint sold out of TWFG Inc (TWFG) in Q2 2026, closing a stake of 16,878 shares — an estimated $310K sold.

Squarepoint first reported a position in TWFG in Q3 2024 and held it in 4 quarters. The position peaked at $1.94M in Q4 2024. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

Squarepoint reported no remaining TWFG Inc position as of Q2 2026 after selling out during the quarter.
Squarepoint sold 16,878 TWFG Inc shares in Q2 2026, an estimated $310K.
Squarepoint first reported a position in TWFG Inc in Q3 2024 and held it in 4 quarters.
Squarepoint's TWFG Inc position peaked at $1.94M in Q4 2024.
82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

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