GRP
TWFG

Global Retirement Partners’s TWFG Inc TWFG Stock Holding History

Global Retirement Partners’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.22K Buy
+72
New +$2.24K ﹤0.01% 3040

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Global Retirement Partners's TWFG Position: Q4 2024 in Review

Global Retirement Partners opened a new position in TWFG Inc (TWFG) in Q4 2024: 72 shares worth $2.22K. The stake represents ﹤0.01% of the portfolio and ranks #3040 among its holdings.

76 funds tracked by Wall St. Rank hold TWFG as of Q4 2024.

  • Global Retirement Partners held 72 shares of TWFG Inc worth $2.22K as of Q4 2024.
  • TWFG Inc was a new Global Retirement Partners position in Q4 2024.
  • TWFG Inc made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #3040 holding.
  • 76 funds tracked by Wall St. Rank held TWFG Inc as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.