Franklin Resources’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
$350K Hold
10,000
﹤0.01% 2481
2025
Q1
$309K Hold
10,000
﹤0.01% 2461
2024
Q4
$308K Hold
10,000
﹤0.01% 2480
2024
Q3
$293K Buy
+10,000
New +$293K ﹤0.01% 2489