Y-Intercept (HK)
TWFG icon

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
2026
Q3 		$290K Buy
+12,059
New +$326K 0.01% 1407
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

Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $1.12B AUM 22.7% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Y-Intercept (HK)'s TWFG Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in TWFG Inc (TWFG) in Q3 2026: 12,059 shares worth $290K. The stake represents 0.01% of the portfolio and ranks #1407 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in TWFG as recently as Q1 2025.

Y-Intercept (HK) first reported a position in TWFG in Q4 2024 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold TWFG as of Q3 2026.

  • Y-Intercept (HK) held 12,059 shares of TWFG Inc worth $290K as of Q3 2026.
  • TWFG Inc was a new Y-Intercept (HK) position in Q3 2026.
  • TWFG Inc made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1407 holding.
  • Y-Intercept (HK) first reported a position in TWFG Inc in Q4 2024 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held TWFG Inc as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.