Fidelity Investments’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	$33.9M	Buy	968,068 +89,574	+10%	+$3.14M	﹤0.01%	1533
2025 Q1	$27.2M	Sell	878,494 -186,282	-17%	-$5.76M	﹤0.01%	1582
2024 Q4	$32.8M	Sell	1,064,776 -223,640	-17%	-$6.89M	﹤0.01%	1548
2024 Q3	$34.9M	Buy	+1,288,416	New	+$34.9M	﹤0.01%	1517