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TWFG shares owned by UBS Group

Quarter-by-quarter ownership of TWFG (TWFG) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in TWFG

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

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Quarterly reported holdings in TWFG by UBS Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 46k 27.40
2025-06-30 $1.0M 30k 35.00
2025-03-31 $3.7M 118k 30.91
2024-12-31 $5.0M 162k 30.80
2024-09-30 $19k 684 27.12