SEI Investments
TWFG

SEI Investments’s TWFG, Inc. Common Stock TWFG Stock Holding History

SEI Investments’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 		$326K Buy
9,310
+1,157
+14% +$40.5K ﹤0.01% 2375
2025
Q1 		$252K Sell
8,153
-5,004
-38% -$155K ﹤0.01% 2401
2024
Q4 		$405K Buy
13,157
+4,747
+56% +$146K ﹤0.01% 2256
2024
Q3 		$228K Buy
+8,410
New +$228K ﹤0.01% 2433