Back to TWFG
MARSHALL WACE, LLP TWFG Position History
TWFG, Inc. • Insurance
Quarters held
12
Latest value
$9.8M
Q2 2026
Peak value
$9.8M
First seen
Q3 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2024 | $2.1M |
| Q3 2024 | $539K |
| Q4 2024 | $1.2M |
| Q4 2024 | $3.5M |
| Q1 2025 | $755K |
| Q1 2025 | $3.9M |
| Q2 2025 | $727K |
| Q2 2025 | $3.8M |
| Q1 2026 | $69K |
| Q1 2026 | $4.8M |
| Q2 2026 | $55K |
| Q2 2026 | $9.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $9.8M | 406.5K | — | — |
| Q2 2026 | $55K | 2.3K | — | — |
| Q1 2026 | $4.8M | 263.1K | — | — |
| Q1 2026 | $69K | 3.7K | — | — |
| Q2 2025 | $3.8M | 107.9K | — | — |
| Q2 2025 | $727K | 20.8K | — | — |
| Q1 2025 | $3.9M | 127.5K | — | — |
| Q1 2025 | $755K | 24.4K | — | — |
| Q4 2024 | $3.5M | 113.4K | — | — |
| Q4 2024 | $1.2M | 39.0K | — | — |
| Q3 2024 | $539K | 19.9K | — | — |
| Q3 2024 | $2.1M | 77.3K | — | — |
Other funds holding TWFG
$27.3M
$20.9M
$15.7M
$15.7M
$10.2M
$9.5M