UBS Group’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	$1.03M	Sell	29,515 -88,661	-75%	-$3.1M	﹤0.01%	4339
2025 Q1	$3.65M	Sell	118,176 -43,340	-27%	-$1.34M	﹤0.01%	3214
2024 Q4	$4.97M	Buy	161,516 +160,832	+23,513%	+$4.95M	﹤0.01%	3001
2024 Q3	$18.6K	Buy	+684	New	+$18.6K	﹤0.01%	6206