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TWFG, Inc. hedge fund holdings

TWFGNASDAQ
$24.73+0.12 (+0.49%)as of Oct 5, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

TWFG · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-13.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20253823$60.8M$49.9M75Aug 14, 2025
Q3 20253033$55.3M$37.3M64Nov 14, 2025
Q4 20253424$39.6M$30.3M67Feb 14, 2026
Q1 20264627$44.7M$72M78May 15, 2026
Q2 20263923$30.1M$88.2M76Aug 14, 2026

Quarterly action breakdown

Q2 2026
76 filers
New position
11
$1.6M+66.6K sh
Increased
28
$28.5M+1.19M sh
Reduced
17
-$48.2M-2M sh
Out / sold
6
-$40.1M-1.67M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
T. Rowe Price Investment Management, Inc.Reduce 64.10%-$32.4M$18.1M0.01%Aug 14, 2026
Capital International InvestorsSell 100%-$19.6M$00.00%Aug 12, 2026
Riverbridge Partners LLCReduce 39.47%-$5.22M$8M0.22%Jul 13, 2026
Giverny Capital Inc.Added 18.17%+$2.41M$15.7M0.53%Aug 26, 2026
Brasada Capital Management, LPReduce 73.07%-$1.27M$467K0.08%Aug 17, 2026
Lighthouse Investment Partners, LLCSell 100%-$1.1M$00.00%Aug 14, 2026
Ascent Group, LLCAdded 21.71%+$911K$5.11M0.15%Aug 3, 2026
Symphony Financial, Ltd. Co.Added 153.71%+$571K$942K0.10%Aug 4, 2026
Axq Capital, LPSell 100%-$521K$00.00%Aug 6, 2026
Gillson Capital LPAdded 15.54%+$481K$3.58M0.21%Aug 14, 2026
Dockside LLCNew Buy+$333K$333K0.08%Aug 3, 2026
Healthcare of Ontario Pension Plan Trust FundNew Buy+$246K$246K0.00%Aug 13, 2026
Blalock Williams, LLCAdded 14.94%+$71.6K$551K0.36%Aug 7, 2026
Gilder Gagnon Howe & Co LLCReduce 1.10%-$59.1K$5.32M0.05%Aug 14, 2026
Aster Capital Management (DIFC) LtdNew Buy+$7.89K$7.89K0.00%Aug 14, 2026
Quarry LPNew Buy+$2.91K$2.91K0.00%Aug 14, 2026
Bamco IncReduce 0.00%-$192$27.3M0.04%Aug 14, 2026
Rachor Investment Advisory Services, LLCSell 100%-$111$00.00%Jul 16, 2026

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