T. Rowe Price Associates
TWFG

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
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

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

T. Rowe Price Associates's TWFG Position: Q1 2026 in Review

T. Rowe Price Associates increased its TWFG Inc (TWFG) stake by 23% in Q1 2026, buying an estimated $165K and bringing the position to 40,459 shares worth $745K. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

T. Rowe Price Associates first reported a position in TWFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $25.4M in Q3 2024. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • T. Rowe Price Associates held 40,459 shares of TWFG Inc worth $745K as of Q1 2026.
  • T. Rowe Price Associates bought 7,441 TWFG Inc shares in Q1 2026, an estimated $165K.
  • TWFG Inc made up ﹤0.01% of T. Rowe Price Associates's portfolio in Q1 2026, its #2277 holding.
  • T. Rowe Price Associates first reported a position in TWFG Inc in Q3 2024 and has held it in 7 quarters since.
  • T. Rowe Price Associates's TWFG Inc position peaked at $25.4M in Q3 2024.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on T. Rowe Price Associates's 13F filing for Q1 2026, filed 15 May 2026.