Walleye Capital’s TWFG Inc TWFG Stock Holding History

Walleye Capital’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 Q2	–	Sell	-8,498	Closed	-$263K	–	5142
2025 Q1	$263K	Buy	+8,498	New	+$255K	﹤0.01%	3056

Other funds holding TWFG

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Walleye Capital's TWFG Position: Q2 2025 in Review

Walleye Capital sold out of TWFG Inc (TWFG) in Q2 2025, closing a stake of 8,498 shares — an estimated $263K sold.

Walleye Capital first reported a position in TWFG in Q1 2025 and held it in 1 quarter. The position peaked at $263K in Q1 2025. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2025.

Walleye Capital reported no remaining TWFG Inc position as of Q2 2025 after selling out during the quarter.
Walleye Capital sold 8,498 TWFG Inc shares in Q2 2025, an estimated $263K.
Walleye Capital first reported a position in TWFG Inc in Q1 2025 and held it in 1 quarter.
Walleye Capital's TWFG Inc position peaked at $263K in Q1 2025.
81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2025.

Based on Walleye Capital's 13F filing for Q2 2025, filed 13 Aug 2025.