UBS Group
TWFG

UBS Group’s TWFG Inc TWFG Stock Holding History

UBS Group’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 		$1.51M Buy
82,185
+36,273
+79% +$803K ﹤0.01% 5215
2025
Q4 		$1.32M Sell
45,912
-260
-0.6% -$7.07K ﹤0.01% 5337
2025
Q3 		$1.27M Buy
46,172
+16,657
+56% +$481K ﹤0.01% 5362
2025
Q2 		$1.03M Sell
29,515
-88,661
-75% -$2.96M ﹤0.01% 5431
2025
Q1 		$3.65M Sell
118,176
-43,340
-27% -$1.3M ﹤0.01% 4106
2024
Q4 		$4.97M Buy
161,516
+160,832
+23,513% +$5M ﹤0.01% 3855
2024
Q3 		$18.6K Buy
+684
New +$17.7K ﹤0.01% 7413

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

UBS Group's TWFG Position: Q1 2026 in Review

UBS Group increased its TWFG Inc (TWFG) stake by 79% in Q1 2026, buying an estimated $803K and bringing the position to 82,185 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #5215.

UBS Group first reported a position in TWFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.97M in Q4 2024. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • UBS Group held 82,185 shares of TWFG Inc worth $1.51M as of Q1 2026.
  • UBS Group bought 36,273 TWFG Inc shares in Q1 2026, an estimated $803K.
  • TWFG Inc made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5215 holding.
  • UBS Group first reported a position in TWFG Inc in Q3 2024 and has held it in 7 quarters since.
  • UBS Group's TWFG Inc position peaked at $4.97M in Q4 2024.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.