SFI
TWFG

Susquehanna Fundamental Investments’s TWFG Inc TWFG Stock Holding History

Susquehanna Fundamental Investments’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 		– Sell
-11,724
Closed -$337K – 709
2025
Q4 		$337K Buy
+11,724
New +$319K 0.01% 473

Other funds holding TWFG

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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

Susquehanna Fundamental Investments's TWFG Position: Q1 2026 in Review

Susquehanna Fundamental Investments sold out of TWFG Inc (TWFG) in Q1 2026, closing a stake of 11,724 shares — an estimated $337K sold.

Susquehanna Fundamental Investments first reported a position in TWFG in Q4 2025 and held it in 1 quarter. The position peaked at $337K in Q4 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Susquehanna Fundamental Investments reported no remaining TWFG Inc position as of Q1 2026 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 11,724 TWFG Inc shares in Q1 2026, an estimated $337K.
  • Susquehanna Fundamental Investments first reported a position in TWFG Inc in Q4 2025 and held it in 1 quarter.
  • Susquehanna Fundamental Investments's TWFG Inc position peaked at $337K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.