Geode Capital Management’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	$5.33M	Sell	152,243 -55,885	-27%	-$1.96M	﹤0.01%	2698
2025 Q1	$6.44M	Buy	208,128 +72,226	+53%	+$2.23M	﹤0.01%	2532
2024 Q4	$4.19M	Sell	135,902 -421	-0.3%	-$13K	﹤0.01%	2829
2024 Q3	$3.7M	Buy	+136,323	New	+$3.7M	﹤0.01%	2909