Symphony Financial »

TWFG shares owned by Symphony Financial

Quarter-by-quarter ownership of TWFG (TWFG) shares owned by Symphony Financial from 13F filings

Historical chart of Symphony Financial investment in TWFG

Tip: Access up to 7 years of quarterly data

All positions including TWFG held by Symphony Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in TWFG by Symphony Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $336k 11k 30.38
2024-09-30 $310k 11k 28.03

More positions owned by Symphony Financial

Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core S&p Mcp Etf (IJH)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Symphony Financial

Top funds holding TWFG

FMR
T. Rowe Price Investment Management
Alliancebernstein
T. Rowe Price Associates
Nuveen Asset Management
Bamco
Capital Research and Management Company - Division 3
Vanguard Group
American Century Companies
Driehaus Capital Management
Citadel Advisors
Goldman Sachs Group
Lord, Abbett & Co
Alyeska Investment Group
Gilder, Gagnon, Howe & Co

View all funds holding TWFG