Ascent Group’s TWFG, Inc. Common Stock TWFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.7M Buy
48,547
+4,664
+11% +$163K 0.07% 242
2025
Q1
$1.36M Buy
43,883
+24,887
+131% +$769K 0.06% 287
2024
Q4
$585K Buy
+18,996
New +$585K 0.04% 351