MIM
TWFG

Monashee Investment Management’s TWFG Inc TWFG Stock Holding History

Monashee Investment Management’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 		– Sell
-51,277
Closed -$1.39M – 118
2024
Q3 		$1.39M Buy
+51,277
New +$1.33M 0.15% 85

Other funds holding TWFG

T. Rowe Price Investment Management
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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

Monashee Investment Management's TWFG Position: Q4 2024 in Review

Monashee Investment Management sold out of TWFG Inc (TWFG) in Q4 2024, closing a stake of 51,277 shares — an estimated $1.39M sold.

Monashee Investment Management first reported a position in TWFG in Q3 2024 and held it in 1 quarter. The position peaked at $1.39M in Q3 2024. 76 funds tracked by Wall St. Rank hold TWFG as of Q4 2024.

  • Monashee Investment Management reported no remaining TWFG Inc position as of Q4 2024 after selling out during the quarter.
  • Monashee Investment Management sold 51,277 TWFG Inc shares in Q4 2024, an estimated $1.39M.
  • Monashee Investment Management first reported a position in TWFG Inc in Q3 2024 and held it in 1 quarter.
  • Monashee Investment Management's TWFG Inc position peaked at $1.39M in Q3 2024.
  • 76 funds tracked by Wall St. Rank held TWFG Inc as of Q4 2024.

Based on Monashee Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.