Northern Trust’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
$1.79M Buy
51,204
+19,042
+59% +$666K ﹤0.01% 3051
2025
Q1
$994K Buy
32,162
+7,317
+29% +$226K ﹤0.01% 3284
2024
Q4
$765K Sell
24,845
-1,365
-5% -$42K ﹤0.01% 3506
2024
Q3
$711K Buy
+26,210
New +$711K ﹤0.01% 3468