VWM
TWFG

Venturi Wealth Management’s TWFG Inc TWFG Stock Holding History

Venturi Wealth 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
2025
Q1 		– Sell
-2,800
Closed -$86.2K – 1906
2024
Q4 		$86.2K Buy
+2,800
New +$87K ﹤0.01% 842

Other funds holding TWFG

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Venturi Wealth Management's TWFG Position: Q1 2025 in Review

Venturi Wealth Management sold out of TWFG Inc (TWFG) in Q1 2025, closing a stake of 2,800 shares — an estimated $86.2K sold.

Venturi Wealth Management first reported a position in TWFG in Q4 2024 and held it in 1 quarter. The position peaked at $86.2K in Q4 2024. 70 funds tracked by Wall St. Rank hold TWFG as of Q1 2025.

  • Venturi Wealth Management reported no remaining TWFG Inc position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,800 TWFG Inc shares in Q1 2025, an estimated $86.2K.
  • Venturi Wealth Management first reported a position in TWFG Inc in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's TWFG Inc position peaked at $86.2K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.