YIH
TWFG

Y-Intercept (HK)’s TWFG Inc TWFG Stock Holding History

Y-Intercept (HK)’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
-6,752
Closed -$209K – 2095
2025
Q1 		$209K Sell
6,752
-1,160
-15% -$34.8K 0.01% 1041
2024
Q4 		$244K Buy
+7,912
New +$246K 0.02% 996

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
N
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Y-Intercept (HK)'s TWFG Position: Q2 2025 in Review

Y-Intercept (HK) sold out of TWFG Inc (TWFG) in Q2 2025, closing a stake of 6,752 shares — an estimated $209K sold.

Y-Intercept (HK) first reported a position in TWFG in Q4 2024 and held it in 2 quarters. The position peaked at $244K in Q4 2024. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2025.

  • Y-Intercept (HK) reported no remaining TWFG Inc position as of Q2 2025 after selling out during the quarter.
  • Y-Intercept (HK) sold 6,752 TWFG Inc shares in Q2 2025, an estimated $209K.
  • Y-Intercept (HK) first reported a position in TWFG Inc in Q4 2024 and held it in 2 quarters.
  • Y-Intercept (HK)'s TWFG Inc position peaked at $244K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2025.

Based on Y-Intercept (HK)'s 13F filing for Q2 2025, filed 1 Aug 2025.