TWFG — TWFG INC

Ownership history in Quantbot Technologies LP  ·  5 quarters on record

This page tracks every 13F SEC filing in which Quantbot Technologies LP reported a position in TWFG INC (TWFG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q4)
Avg. % of fund
0.0%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,003 -50 -1.2% 0.00% $110K $27.44
2025 Q2 ADDED 4,053 +1,395 +52.5% 0.00% $142K $35.00
2025 Q1 REDUCED 2,658 -2,749 -50.8% 0.00% $82K $30.91
2024 Q4 ADDED 5,407 +1,981 +57.8% 0.01% $167K $30.80
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% of Fund (quarterly)    TWFG price (monthly, adj. close)

Other funds also holding TWFG

As of 2025 Q4 — sorted by position size

CENTRAL SECURITIES CORP 3Y 7Y 1.1% BRASADA CAPITAL MANAGEMENT, LP 3Y 7Y 0.76% Grandeur Peak Global Advisors, LLC 3Y 7Y 0.45% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.32% Gillson Capital LP 3Y 7Y 0.32% Giverny Capital Inc. 3Y 7Y 0.32% Dynamic Technology Lab Private Ltd 3Y 7Y 0.11% Ascent Group, LLC 3Y 0.1% BAMCO INC /NY/ 3Y 7Y 0.07% GILDER GAGNON HOWE & CO LLC 3Y 7Y 0.07%
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