Vanguard Group
TWFG

Vanguard Group’s TWFG Inc TWFG Stock Holding History

Vanguard 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
2025
Q4 		$18.8M Buy
654,631
+14,920
+2% +$406K ﹤0.01% 2641
2025
Q3 		$17.6M Buy
639,711
+19,720
+3% +$570K ﹤0.01% 2690
2025
Q2 		$21.7M Sell
619,991
-1,160
-0.2% -$38.7K ﹤0.01% 2521
2025
Q1 		$19.2M Buy
621,151
+4,252
+0.7% +$128K ﹤0.01% 2518
2024
Q4 		$19M Buy
616,899
+32,382
+6% +$1.01M ﹤0.01% 2612
2024
Q3 		$15.9M Buy
+584,517
New +$15.2M ﹤0.01% 2718

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Vanguard Group's TWFG Position: Q4 2025 in Review

Vanguard Group increased its TWFG Inc (TWFG) stake by 2.3% in Q4 2025, buying an estimated $406K and bringing the position to 654,631 shares worth $18.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2641.

Vanguard Group first reported a position in TWFG in Q3 2024 and has held it in 6 quarters since. The position peaked at $21.7M in Q2 2025. 70 funds tracked by Wall St. Rank hold TWFG as of Q4 2025.

  • Vanguard Group held 654,631 shares of TWFG Inc worth $18.8M as of Q4 2025.
  • Vanguard Group bought 14,920 TWFG Inc shares in Q4 2025, an estimated $406K.
  • TWFG Inc made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #2641 holding.
  • Vanguard Group first reported a position in TWFG Inc in Q3 2024 and has held it in 6 quarters since.
  • Vanguard Group's TWFG Inc position peaked at $21.7M in Q2 2025.
  • 70 funds tracked by Wall St. Rank held TWFG Inc as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.