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TWFG shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in TWFG

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in TWFG by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $438k 15k 28.77
2025-06-30 $342k 9.8k 35.00

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Envestnet Asset Management

Top funds holding TWFG

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

View all funds holding TWFG