SF
TWFG

Symphony Financial’s TWFG Inc TWFG Stock Holding History

Symphony Financial’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 		$286K Buy
+15,407
New +$341K 0.04% 239
2025
Q3 		– Sell
-6,049
Closed -$209K – 291
2025
Q2 		$209K Buy
+6,049
New +$202K 0.03% 245
2025
Q1 		– Sell
-11,049
Closed -$336K – 230
2024
Q4 		$336K Hold
11,049
– – 0.05% 165
2024
Q3 		$310K Buy
+11,049
New +$287K 0.05% 182

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

Symphony Financial's TWFG Position: Q1 2026 in Review

Symphony Financial opened a new position in TWFG Inc (TWFG) in Q1 2026: 15,407 shares worth $286K. The stake represents 0.04% of the portfolio and ranks #239 among its holdings. This is a return to the name: Symphony Financial previously reported a position in TWFG as recently as Q2 2025.

Symphony Financial first reported a position in TWFG in Q3 2024 and has held it in 4 quarters since. The position peaked at $336K in Q4 2024. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Symphony Financial held 15,407 shares of TWFG Inc worth $286K as of Q1 2026.
  • TWFG Inc was a new Symphony Financial position in Q1 2026.
  • TWFG Inc made up 0.04% of Symphony Financial's portfolio in Q1 2026, its #239 holding.
  • Symphony Financial first reported a position in TWFG Inc in Q3 2024 and has held it in 4 quarters since.
  • Symphony Financial's TWFG Inc position peaked at $336K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.