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
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

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

State Street's TWFG Position: Q1 2026 in Review

State Street increased its TWFG Inc (TWFG) stake by 3.4% in Q1 2026, buying an estimated $48.7K and bringing the position to 66,566 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #3439.

State Street first reported a position in TWFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.95M in Q2 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • State Street held 66,566 shares of TWFG Inc worth $1.22M as of Q1 2026.
  • State Street bought 2,200 TWFG Inc shares in Q1 2026, an estimated $48.7K.
  • TWFG Inc made up ﹤0.01% of State Street's portfolio in Q1 2026, its #3439 holding.
  • State Street first reported a position in TWFG Inc in Q4 2024 and has held it in 6 quarters since.
  • State Street's TWFG Inc position peaked at $1.95M in Q2 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.