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TWFG shares owned by Raymond James Financial

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

Historical chart of Raymond James Financial investment in TWFG

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

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Quarterly reported holdings in TWFG by Raymond James Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $814k 30k 27.44
2025-06-30 $18k 500 35.00

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Top funds holding TWFG

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

View all funds holding TWFG