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 Q2	$48	Sell	2 -7,009	-100%	-$138K	﹤0.01%	5153
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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return

Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Tower Research Capital (TRC)'s TWFG Position: Q2 2026 in Review

Tower Research Capital (TRC) reduced its TWFG Inc (TWFG) stake by 100% in Q2 2026, selling an estimated $138K and leaving 2 shares worth $48. The position accounts for ﹤0.01% of the portfolio, ranked #5153.

Tower Research Capital (TRC) first reported a position in TWFG in Q3 2024 and has held it in 5 quarters since. The position peaked at $129K in Q1 2026. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

Tower Research Capital (TRC) held 2 shares of TWFG Inc worth $48 as of Q2 2026.
Tower Research Capital (TRC) sold 7,009 TWFG Inc shares in Q2 2026, an estimated $138K.
TWFG Inc made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #5153 holding.
Tower Research Capital (TRC) first reported a position in TWFG Inc in Q3 2024 and has held it in 5 quarters since.
Tower Research Capital (TRC)'s TWFG Inc position peaked at $129K in Q1 2026.
81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.