Question 1

How many shares of TWFG does MARSHALL WACE, LLP own?

Accepted Answer

As of 2026-Q2, MARSHALL WACE, LLP holds 408,732 shares of TWFG (TWFG INC).

Question 2

What is MARSHALL WACE, LLP's TWFG position worth?

Accepted Answer

As of 2026-Q2, MARSHALL WACE, LLP's TWFG position is worth $9.8M.

Question 3

Is MARSHALL WACE, LLP buying or selling TWFG?

Accepted Answer

In 2026-Q2, MARSHALL WACE, LLP increased their TWFG position (+53.2% change in shares).

Question 4

When did MARSHALL WACE, LLP first buy TWFG?

Accepted Answer

Based on available 13F filings, MARSHALL WACE, LLP first reported a position in TWFG in 2024-Q3. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	408,732	+53.2%	$9.8M	0.0%	$24.05	39
2026-Q1	New	266,828	-	$4.9M	0.0%	$20.04	37
2025-Q3	Exited	0	-100.0%	$0	0.0%	$26.92	0
2025-Q2	Decreased	128,682	-15.3%	$4.5M	0.0%	$35.00	0
2025-Q1	Decreased	151,888	-0.3%	$4.7M	0.0%	$30.50	0
2024-Q4	Increased	152,388	+56.8%	$4.7M	0.0%	$29.13	38
2024-Q3	New	97,175	-	$2.6M	0.0%	$28.03	36

TWFG7 quarters

TWFG
7 quarters