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TWFG shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of TWFG (TWFG) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in TWFG

Tip: Access up to 7 years of quarterly data

All positions including TWFG held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in TWFG by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $661 25 26.44
2025-06-30 $875 25 35.00

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Top funds holding TWFG

T. Rowe Price Investment Management
Alliancebernstein
FMR
Bamco
Vanguard Group
Riverbrige Partners
Nuveen
Central Securities Corporation
Capital Research and Management Company - Division 3
Victory Capital Management
Giverny Capital
Gilder, Gagnon, Howe & Co
Geode Capital Management
Alyeska Investment Group
BlackRock

View all funds holding TWFG