SGM
TWFG

Seven Grand Managers’s TWFG, Inc. Common Stock TWFG Stock Holding History

Seven Grand Managers’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 		$1.4M Buy
40,000
+10,000
+33% +$350K 0.17% 56
2025
Q1 		$927K Hold
30,000
– – 0.22% 39
2024
Q4 		$924K Hold
30,000
– – 0.42% 35
2024
Q3 		$814K Buy
+30,000
New +$814K 0.18% 64