William Blair & Company
TWFG

William Blair & Company’s TWFG Inc TWFG Stock Holding History

William Blair & Company’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 		– Sell
-19,896
Closed -$572K – 2014
2025
Q4 		$572K Sell
19,896
-8,186
-29% -$223K ﹤0.01% 1093
2025
Q3 		$771K Sell
28,082
-405
-1% -$11.7K ﹤0.01% 982
2025
Q2 		$997K Sell
28,487
-2,849
-9% -$95K ﹤0.01% 903
2025
Q1 		$969K Buy
+31,336
New +$941K ﹤0.01% 896

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

William Blair & Company's TWFG Position: Q1 2026 in Review

William Blair & Company sold out of TWFG Inc (TWFG) in Q1 2026, closing a stake of 19,896 shares — an estimated $572K sold.

William Blair & Company first reported a position in TWFG in Q1 2025 and held it in 4 quarters. The position peaked at $997K in Q2 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • William Blair & Company reported no remaining TWFG Inc position as of Q1 2026 after selling out during the quarter.
  • William Blair & Company sold 19,896 TWFG Inc shares in Q1 2026, an estimated $572K.
  • William Blair & Company first reported a position in TWFG Inc in Q1 2025 and held it in 4 quarters.
  • William Blair & Company's TWFG Inc position peaked at $997K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.