Zimmer Partners’s TWFG Inc TWFG Stock Holding History

Zimmer Partners’s Portfolio TWFG Stock Details TWFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-151,500	Closed	-$4.11M	–	192
2024 Q3	$4.11M	Buy	+151,500	New	+$3.93M	0.07%	111

Other funds holding TWFG

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zimmer Partners's TWFG Position: Q4 2024 in Review

Zimmer Partners sold out of TWFG Inc (TWFG) in Q4 2024, closing a stake of 151,500 shares — an estimated $4.11M sold.

Zimmer Partners first reported a position in TWFG in Q3 2024 and held it in 1 quarter. The position peaked at $4.11M in Q3 2024. 76 funds tracked by Wall St. Rank hold TWFG as of Q4 2024.

Zimmer Partners reported no remaining TWFG Inc position as of Q4 2024 after selling out during the quarter.
Zimmer Partners sold 151,500 TWFG Inc shares in Q4 2024, an estimated $4.11M.
Zimmer Partners first reported a position in TWFG Inc in Q3 2024 and held it in 1 quarter.
Zimmer Partners's TWFG Inc position peaked at $4.11M in Q3 2024.
76 funds tracked by Wall St. Rank held TWFG Inc as of Q4 2024.

Based on Zimmer Partners's 13F filing for Q4 2024, filed 14 Feb 2025.