Hrt Financial »

TWFG shares owned by Hrt Financial

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

Historical chart of Hrt Financial investment in TWFG

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in TWFG by Hrt Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $837k 46k 18.37
2025-06-30 $399k 11k 34.96

More positions owned by Hrt Financial

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Put
Microsoft Corp Call
Sandisk Corp (SNDK)
Nvidia Corporation Call
Nvidia Corporation Put
Apple Call
Amazon Call
Wal-Mart Stores (WMT)
Apple (AAPL)
Meta Platforms Call
Marvell Technology (MRVL)
Ishares Tr Put

View all positions for Hrt Financial

Top funds holding TWFG

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

View all funds holding TWFG