T. Rowe Price Investment Management
TWFG

T. Rowe Price Investment Management’s TWFG Inc TWFG Stock Holding History

T. Rowe Price Investment Management’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 		$38.6M Sell
2,099,298
-748,421
-26% -$16.6M 0.03% 392
2025
Q4 		$81.9M Buy
2,847,719
+26,742
+0.9% +$727K 0.05% 280
2025
Q3 		$77.4M Buy
2,820,977
+365,607
+15% +$10.6M 0.05% 310
2025
Q2 		$85.9M Buy
2,455,370
+466,699
+23% +$15.6M 0.05% 303
2025
Q1 		$61.5M Buy
1,988,671
+434,997
+28% +$13.1M 0.04% 358
2024
Q4 		$47.9M Buy
1,553,674
+415,159
+36% +$12.9M 0.03% 412
2024
Q3 		$30.9M Buy
+1,138,515
New +$29.5M 0.02% 475

Other funds holding TWFG

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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

T. Rowe Price Investment Management reduced its TWFG Inc (TWFG) stake by 26% in Q1 2026, selling an estimated $16.6M and leaving 2,099,298 shares worth $38.6M. The position accounts for 0.03% of the portfolio, ranked #392.

T. Rowe Price Investment Management first reported a position in TWFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $85.9M in Q2 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • T. Rowe Price Investment Management held 2,099,298 shares of TWFG Inc worth $38.6M as of Q1 2026.
  • T. Rowe Price Investment Management sold 748,421 TWFG Inc shares in Q1 2026, an estimated $16.6M.
  • TWFG Inc made up 0.03% of T. Rowe Price Investment Management's portfolio in Q1 2026, its #392 holding.
  • T. Rowe Price Investment Management first reported a position in TWFG Inc in Q3 2024 and has held it in 7 quarters since.
  • T. Rowe Price Investment Management's TWFG Inc position peaked at $85.9M in Q2 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

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