Victory Capital Management
TWFG

Victory Capital Management’s TWFG Inc TWFG Stock Holding History

Victory 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 		$1.99M Buy
82,675
+10,765
+15% +$212K ﹤0.01% 1628
2026
Q1 		$1.32M Sell
71,910
-8,430
-10% -$187K ﹤0.01% 1729
2025
Q4 		$2.31M Sell
80,340
-271,138
-77% -$7.37M ﹤0.01% 1546
2025
Q3 		$9.64M Buy
351,478
+128,180
+57% +$3.7M 0.01% 1120
2025
Q2 		$7.82M Buy
223,298
+3,808
+2% +$127K 0.01% 1182
2025
Q1 		$6.78M Buy
+219,490
New +$6.59M 0.01% 1186

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

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

Victory Capital Management increased its TWFG Inc (TWFG) stake by 15% in Q2 2026, buying an estimated $212K and bringing the position to 82,675 shares worth $1.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Victory Capital Management first reported a position in TWFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.64M in Q3 2025. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Victory Capital Management held 82,675 shares of TWFG Inc worth $1.99M as of Q2 2026.
  • Victory Capital Management bought 10,765 TWFG Inc shares in Q2 2026, an estimated $212K.
  • TWFG Inc made up ﹤0.01% of Victory Capital Management's portfolio in Q2 2026, its #1628 holding.
  • Victory Capital Management first reported a position in TWFG Inc in Q1 2025 and has held it in 6 quarters since.
  • Victory Capital Management's TWFG Inc position peaked at $9.64M in Q3 2025.
  • 82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Victory Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.