Morgan Stanley
TWFG

Morgan Stanley’s TWFG, Inc. Common Stock TWFG Stock Holding History

Morgan Stanley’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.6M Sell
74,306
-19,668
-21% -$688K ﹤0.01% 4538
2025
Q1 		$2.9M Buy
93,974
+20,591
+28% +$636K ﹤0.01% 4347
2024
Q4 		$2.26M Buy
73,383
+39,224
+115% +$1.21M ﹤0.01% 4611
2024
Q3 		$926K Buy
+34,159
New +$926K ﹤0.01% 5089