TI
TWFG

Trexquant Investment’s TWFG Inc TWFG Stock Holding History

Trexquant Investment’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 		$687K Buy
+37,379
New +$828K ﹤0.01% 1357
2025
Q2 		– Sell
-18,377
Closed -$568K – 1961
2025
Q1 		$568K Buy
+18,377
New +$552K 0.01% 1245

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

Trexquant Investment's TWFG Position: Q1 2026 in Review

Trexquant Investment opened a new position in TWFG Inc (TWFG) in Q1 2026: 37,379 shares worth $687K. The stake represents ﹤0.01% of the portfolio and ranks #1357 among its holdings. This is a return to the name: Trexquant Investment previously reported a position in TWFG as recently as Q1 2025.

Trexquant Investment first reported a position in TWFG in Q1 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Trexquant Investment held 37,379 shares of TWFG Inc worth $687K as of Q1 2026.
  • TWFG Inc was a new Trexquant Investment position in Q1 2026.
  • TWFG Inc made up ﹤0.01% of Trexquant Investment's portfolio in Q1 2026, its #1357 holding.
  • Trexquant Investment first reported a position in TWFG Inc in Q1 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Trexquant Investment's 13F filing for Q1 2026, filed 15 May 2026.