TRCT
TWFG

Tower Research Capital (TRC)’s TWFG Inc TWFG Stock Holding History

Tower Research Capital (TRC)’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 		$129K Buy
+7,011
New +$155K ﹤0.01% 1980
2025
Q3 		– Sell
-272
Closed -$9.52K – 5710
2025
Q2 		$9.52K Buy
+272
New +$9.07K ﹤0.01% 3988
2025
Q1 		– Sell
-3,233
Closed -$99.6K – 5927
2024
Q4 		$99.6K Buy
3,233
+2,368
+274% +$73.6K ﹤0.01% 2140
2024
Q3 		$23.5K Buy
+865
New +$22.4K ﹤0.01% 3151

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

Tower Research Capital (TRC)'s TWFG Position: Q1 2026 in Review

Tower Research Capital (TRC) opened a new position in TWFG Inc (TWFG) in Q1 2026: 7,011 shares worth $129K. The stake represents ﹤0.01% of the portfolio and ranks #1980 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in TWFG as recently as Q2 2025.

Tower Research Capital (TRC) first reported a position in TWFG in Q3 2024 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Tower Research Capital (TRC) held 7,011 shares of TWFG Inc worth $129K as of Q1 2026.
  • TWFG Inc was a new Tower Research Capital (TRC) position in Q1 2026.
  • TWFG Inc made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #1980 holding.
  • Tower Research Capital (TRC) first reported a position in TWFG Inc in Q3 2024 and has held it in 4 quarters since.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.