BAMCO Inc’s TWFG, Inc. Common Stock TWFG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$31.6M	Buy	902,061 +34,237	+4%	+$1.2M	0.09%	178
2025 Q1	$26.8M	Sell	867,824 -3,837	-0.4%	-$119K	0.08%	181
2024 Q4	$26.8M	Buy	871,661 +142,913	+20%	+$4.4M	0.07%	180
2024 Q3	$19.8M	Buy	+728,748	New	+$19.8M	0.05%	203