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TWFG shares owned by Morgan Stanley

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

Historical chart of Morgan Stanley investment in TWFG

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

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Quarterly reported holdings in TWFG by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.6M 74k 35.00
2024-12-31 $2.3M 73k 30.80
2024-09-30 $926k 34k 27.12