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TWFG shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of TWFG (TWFG) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in TWFG

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in TWFG by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $14k 592 24.05

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Top funds holding TWFG

Bamco
Capital Research and Management Company - Division 3
Vanguard Capital Management
Giverny Capital
Riverbrige Partners
Central Securities Corporation
Nuveen
Marshall Wace
Gilder, Gagnon, Howe & Co
Alyeska Investment Group
Two Sigma Investments
BlackRock
Geode Capital Management
Ascent Group
Balyasny Asset Management

View all funds holding TWFG