WP
TWFG

Woodline Partners’s TWFG Inc TWFG Stock Holding History

Woodline Partners’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
Q4 		– Sell
-58,003
Closed -$1.59M – 1142
2025
Q3 		$1.59M Buy
+58,003
New +$1.68M 0.01% 753
2025
Q2 		– Sell
-51,674
Closed -$1.6M – 1080
2025
Q1 		$1.6M Sell
51,674
-10,326
-17% -$310K 0.01% 700
2024
Q4 		$1.91M Hold
62,000
– – 0.01% 657
2024
Q3 		$1.68M Buy
+62,000
New +$1.61M 0.01% 484

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return

Woodline Partners's TWFG Position: Q4 2025 in Review

Woodline Partners sold out of TWFG Inc (TWFG) in Q4 2025, closing a stake of 58,003 shares — an estimated $1.59M sold.

Woodline Partners first reported a position in TWFG in Q3 2024 and held it in 4 quarters. The position peaked at $1.91M in Q4 2024. 70 funds tracked by Wall St. Rank hold TWFG as of Q4 2025.

  • Woodline Partners reported no remaining TWFG Inc position as of Q4 2025 after selling out during the quarter.
  • Woodline Partners sold 58,003 TWFG Inc shares in Q4 2025, an estimated $1.59M.
  • Woodline Partners first reported a position in TWFG Inc in Q3 2024 and held it in 4 quarters.
  • Woodline Partners's TWFG Inc position peaked at $1.91M in Q4 2024.
  • 70 funds tracked by Wall St. Rank held TWFG Inc as of Q4 2025.

Based on Woodline Partners's 13F filing for Q4 2025, filed 17 Feb 2026.