SS
TWFG

Steve Schonfeld’s TWFG Inc TWFG Stock Holding History

Steve Schonfeld’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 		$1.48M Buy
61,728
+12,029
+24% +$236K 0.01% 1239
2026
Q1 		$914K Buy
49,699
+22,851
+85% +$506K 0.01% 1138
2025
Q4 		$772K Buy
26,848
+12,912
+93% +$351K ﹤0.01% 1224
2025
Q3 		$382K Buy
13,936
+970
+7% +$28K ﹤0.01% 1767
2025
Q2 		$454K Buy
12,966
+4,821
+59% +$161K ﹤0.01% 1571
2025
Q1 		$252K Buy
+8,145
New +$245K ﹤0.01% 1862

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

Steve Schonfeld's TWFG Position: Q2 2026 in Review

Steve Schonfeld increased its TWFG Inc (TWFG) stake by 24% in Q2 2026, buying an estimated $236K and bringing the position to 61,728 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #1239.

Steve Schonfeld first reported a position in TWFG in Q1 2025 and has held it in 6 quarters since. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Steve Schonfeld held 61,728 shares of TWFG Inc worth $1.48M as of Q2 2026.
  • Steve Schonfeld bought 12,029 TWFG Inc shares in Q2 2026, an estimated $236K.
  • TWFG Inc made up 0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1239 holding.
  • Steve Schonfeld first reported a position in TWFG Inc in Q1 2025 and has held it in 6 quarters since.
  • 82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.