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
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

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GC
Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Victory Capital Management's TWFG Position: Q1 2026 in Review

Victory Capital Management reduced its TWFG Inc (TWFG) stake by 10% in Q1 2026, selling an estimated $187K and leaving 71,910 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

Victory Capital Management first reported a position in TWFG in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.64M in Q3 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Victory Capital Management held 71,910 shares of TWFG Inc worth $1.32M as of Q1 2026.
  • Victory Capital Management sold 8,430 TWFG Inc shares in Q1 2026, an estimated $187K.
  • TWFG Inc made up ﹤0.01% of Victory Capital Management's portfolio in Q1 2026, its #1729 holding.
  • Victory Capital Management first reported a position in TWFG Inc in Q1 2025 and has held it in 5 quarters since.
  • Victory Capital Management's TWFG Inc position peaked at $9.64M in Q3 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Victory Capital Management's 13F filing for Q1 2026, filed 15 May 2026.