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
Q2 		$18.1M Sell
753,680
-1,345,618
-64% -$26.4M 0.01% 557
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 $66.6B AUM 7.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Investment Management reduced its TWFG Inc (TWFG) stake by 64% in Q2 2026, selling an estimated $26.4M and leaving 753,680 shares worth $18.1M. The position accounts for 0.01% of the portfolio, ranked #557.

T. Rowe Price Investment Management first reported a position in TWFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $85.9M in Q2 2025. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • T. Rowe Price Investment Management held 753,680 shares of TWFG Inc worth $18.1M as of Q2 2026.
  • T. Rowe Price Investment Management sold 1,345,618 TWFG Inc shares in Q2 2026, an estimated $26.4M.
  • TWFG Inc made up 0.01% of T. Rowe Price Investment Management's portfolio in Q2 2026, its #557 holding.
  • T. Rowe Price Investment Management first reported a position in TWFG Inc in Q3 2024 and has held it in 8 quarters since.
  • T. Rowe Price Investment Management's TWFG Inc position peaked at $85.9M in Q2 2025.
  • 81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

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