State of Wyoming’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
$182K Buy
5,188
+1,535
+42% +$53.7K 0.02% 990
2025
Q1
$113K Buy
+3,653
New +$113K 0.02% 1114
2024
Q4
Sell
-3,740
Closed -$101K 1901
2024
Q3
$101K Buy
+3,740
New +$101K 0.01% 1125