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
Q2 		$1.05M Sell
43,698
-38,487
-47% -$756K ﹤0.01% 5690
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

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

UBS Group's TWFG Position: Q2 2026 in Review

UBS Group reduced its TWFG Inc (TWFG) stake by 47% in Q2 2026, selling an estimated $756K and leaving 43,698 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #5690.

UBS Group first reported a position in TWFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.97M in Q4 2024. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • UBS Group held 43,698 shares of TWFG Inc worth $1.05M as of Q2 2026.
  • UBS Group sold 38,487 TWFG Inc shares in Q2 2026, an estimated $756K.
  • TWFG Inc made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5690 holding.
  • UBS Group first reported a position in TWFG Inc in Q3 2024 and has held it in 8 quarters since.
  • UBS Group's TWFG Inc position peaked at $4.97M in Q4 2024.
  • 82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.