Top Wealth Group Holding Ltd (TWG) — Institutional Holders, Q2 2026
3 institutional investment managers reported a TWG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $108.8K. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TWG in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- UBS Group AGAdded · +477 sh+$1.1K
- Caitong International Asset Management , LtdNew · +8 sh+$18.00
Biggest sellers
- Marex Group plcTrimmed · -6,214 sh-$13.7K
- CITIGROUPSold out · -2 sh-$4.00
TWG 13F holders ranked 1–3 of 3
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Marex Group plc#1 · 48,562 sh | 48,562 | $106.8K | <0.01% | -11.3% |
| 2 | UBS Group AG#2 · 884 sh | 884 | $1.9K | 0.00% | +117.2% |
| 3 | Caitong International Asset Management , Ltd#3 · 8 sh | 8 | $18.00 | 0.00% | New |
Funds that sold out of TWG in Q2 2026 (1)
Held TWG at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| CITIGROUP2 sh | 2 | $7.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.