T. Rowe Price Associates’s TWFG Inc TWFG Stock Holding History

T. Rowe Price Associates’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	$1.08M	Buy	45,064 +4,605	+11%	+$90.5K	﹤0.01%	2294
2026 Q1	$745K	Buy	40,459 +7,441	+23%	+$165K	﹤0.01%	2277
2025 Q4	$950K	Buy	33,018 +1,800	+6%	+$48.9K	﹤0.01%	2106
2025 Q3	$857K	Buy	31,218 +3,171	+11%	+$91.6K	﹤0.01%	2136
2025 Q2	$982K	Sell	28,047 -390	-1%	-$13K	﹤0.01%	1997
2025 Q1	$879K	Sell	28,437 -12,062	-30%	-$362K	﹤0.01%	2024
2024 Q4	$1.25M	Sell	40,499 -894,628	-96%	-$27.8M	﹤0.01%	1878
2024 Q3	$25.4M	Buy	+935,127	New	+$24.3M	﹤0.01%	948

Other funds holding TWFG

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return

Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

T. Rowe Price Associates's TWFG Position: Q2 2026 in Review

T. Rowe Price Associates increased its TWFG Inc (TWFG) stake by 11% in Q2 2026, buying an estimated $90.5K and bringing the position to 45,064 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2294.

T. Rowe Price Associates first reported a position in TWFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $25.4M in Q3 2024. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

T. Rowe Price Associates held 45,064 shares of TWFG Inc worth $1.08M as of Q2 2026.
T. Rowe Price Associates bought 4,605 TWFG Inc shares in Q2 2026, an estimated $90.5K.
TWFG Inc made up ﹤0.01% of T. Rowe Price Associates's portfolio in Q2 2026, its #2294 holding.
T. Rowe Price Associates first reported a position in TWFG Inc in Q3 2024 and has held it in 8 quarters since.
T. Rowe Price Associates's TWFG Inc position peaked at $25.4M in Q3 2024.
81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on T. Rowe Price Associates's 13F filing for Q2 2026, filed 14 Aug 2026.