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TWFG shares owned by Ascent Group

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

Historical chart of Ascent Group investment in TWFG

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

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Quarterly reported holdings in TWFG by Ascent Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 90k 27.44
2025-06-30 $1.7M 49k 35.00
2025-03-31 $1.4M 44k 30.91
2024-12-31 $585k 19k 30.80

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View all positions for Ascent Group

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