State Street
TWFG

State Street’s TWFG Inc TWFG Stock Holding History

State Street’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 		$1.6M Hold
66,566
– – ﹤0.01% 3391
2026
Q1 		$1.22M Buy
66,566
+2,200
+3% +$48.7K ﹤0.01% 3439
2025
Q4 		$1.85M Buy
64,366
+3,751
+6% +$102K ﹤0.01% 3362
2025
Q3 		$1.66M Buy
60,615
+5,000
+9% +$144K ﹤0.01% 3395
2025
Q2 		$1.95M Buy
55,615
+900
+2% +$30K ﹤0.01% 3323
2025
Q1 		$1.69M Buy
54,715
+950
+2% +$28.5K ﹤0.01% 3305
2024
Q4 		$1.66M Buy
+53,765
New +$1.67M ﹤0.01% 3378

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

State Street's TWFG Position: Q2 2026 in Review

State Street held its TWFG Inc (TWFG) position steady in Q2 2026 at 66,566 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3391.

State Street first reported a position in TWFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.95M in Q2 2025. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • State Street held 66,566 shares of TWFG Inc worth $1.6M as of Q2 2026.
  • State Street left its TWFG Inc share count unchanged in Q2 2026.
  • TWFG Inc made up ﹤0.01% of State Street's portfolio in Q2 2026, its #3391 holding.
  • State Street first reported a position in TWFG Inc in Q4 2024 and has held it in 7 quarters since.
  • State Street's TWFG Inc position peaked at $1.95M in Q2 2025.
  • 82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.