TD Asset Management
TWFG

TD Asset Management’s TWFG Inc TWFG Stock Holding History

TD Asset 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 		– Sell
-40,208
Closed -$739K – 1334
2026
Q1 		$739K Sell
40,208
-27,496
-41% -$609K ﹤0.01% 1134
2025
Q4 		$1.95M Buy
67,704
+5,342
+9% +$145K ﹤0.01% 990
2025
Q3 		$1.71M Buy
62,362
+4,968
+9% +$144K ﹤0.01% 1004
2025
Q2 		$2.01M Buy
57,394
+4,452
+8% +$148K ﹤0.01% 939
2025
Q1 		$1.64M Buy
52,942
+10,666
+25% +$320K ﹤0.01% 1009
2024
Q4 		$1.3M Buy
42,276
+20,600
+95% +$640K ﹤0.01% 1083
2024
Q3 		$608K Buy
+21,676
New +$562K ﹤0.01% 1274

Other funds holding TWFG

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 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
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TD Asset Management's TWFG Position: Q2 2026 in Review

TD Asset Management sold out of TWFG Inc (TWFG) in Q2 2026, closing a stake of 40,208 shares — an estimated $739K sold.

TD Asset Management first reported a position in TWFG in Q3 2024 and held it in 7 quarters. The position peaked at $2.01M in Q2 2025. 49 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • TD Asset Management reported no remaining TWFG Inc position as of Q2 2026 after selling out during the quarter.
  • TD Asset Management sold 40,208 TWFG Inc shares in Q2 2026, an estimated $739K.
  • TD Asset Management first reported a position in TWFG Inc in Q3 2024 and held it in 7 quarters.
  • TD Asset Management's TWFG Inc position peaked at $2.01M in Q2 2025.
  • 49 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.