Vanguard Capital Management
TWFG

Vanguard Capital Management’s TWFG Inc TWFG Stock Holding History

Vanguard Capital Management’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 		$11.8M Sell
489,244
-81,293
-14% -$1.6M ﹤0.01% 2722
2026
Q1 		$10.5M Buy
+570,537
New +$12.6M ﹤0.01% 2706

Other funds holding TWFG

BAMCO Inc
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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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management's TWFG Position: Q2 2026 in Review

Vanguard Capital Management reduced its TWFG Inc (TWFG) stake by 14% in Q2 2026, selling an estimated $1.6M and leaving 489,244 shares worth $11.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2722.

Vanguard Capital Management first reported a position in TWFG in Q1 2026 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Vanguard Capital Management held 489,244 shares of TWFG Inc worth $11.8M as of Q2 2026.
  • Vanguard Capital Management sold 81,293 TWFG Inc shares in Q2 2026, an estimated $1.6M.
  • TWFG Inc made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #2722 holding.
  • Vanguard Capital Management first reported a position in TWFG Inc in Q1 2026 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.