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TWFG shares owned by Brasada Capital Management

Quarter-by-quarter ownership of TWFG (TWFG) shares owned by Brasada Capital Management from 13F filings

Historical chart of Brasada Capital Management investment in TWFG

Tip: Access up to 7 years of quarterly data

All positions including TWFG held by Brasada Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in TWFG by Brasada Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 169k 27.46

More positions owned by Brasada Capital Management

Microsoft Corporation (MSFT)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl A (GOOGL)
Waste Connections (WCN)
IDEXX Laboratories (IDXX)
CRH Ord (CRH)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Heico Corp Cl A (HEI.A)
Williams Companies (WMB)
Mastercard Incorporated Cl A (MA)
Moody's Corporation (MCO)
TransDigm Group Incorporated (TDG)
CMS Energy Corporation (CMS)
Copart (CPRT)

View all positions for Brasada Capital Management

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