Jones Financial Companies, L.L »

TWFG shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of TWFG (TWFG) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in TWFG

Tip: Access up to 7 years of quarterly data

All positions including TWFG held by Jones Financial Companies, L.L 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 Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9k 100 28.77

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Spdr Ser Tr ETFs (SPYM)
Ishares Russell 1000 ETFs (IWB)
Ishares Core Universal Usd Bd ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
American Centy Etf Tr ETFs (AVDV)

View all positions for Jones Financial Companies, L.L

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