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TWFG shares owned by CWM

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

Historical chart of CWM investment in TWFG

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

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Quarterly reported holdings in TWFG by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $19k 703 27.03
2025-06-30 $35k 1.0k 35.00
2025-03-31 $31k 1.0k 31.00
2024-12-31 $31k 1.0k 31.00
2024-09-30 $27k 1.0k 27.00