Fmr Llc

13F Holdings History for TWFG, Inc. - COMMON STOCK (TWFG)

Symbol: TWFG on Nasdaq
Investment type: Equity / COMMON STOCK
Latest Disclosed Ownership: 878K shares
Security Ownership: 5.9%

Shares, Excluding Options vs Price

Value, Excluding Options

FMR LLC ownership in TWFG, Inc. COMMON STOCK (TWFG)

2025-05-12 - FMR LLC has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 878K shares of TWFG, Inc. COMMON STOCK (TWFG). This represents 5.9% percent ownership of the company. In their previous filing dated 2025-02-12, FMR LLC had reported owning 1.06M shares, indicating a decrease of -17.5% percent.

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filed at
FMR LLC	5.9%	-18.6%	$24.4M	878K	-186,282	-17.5%	$27.75	13G/A	3/31/2025	12 May 2025 10:43:30
FMR LLC	7.2%		$29.5M	1.06M			$27.75	13G/A	12/31/2024	12 Feb 2025 09:22:54

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
6/30/2025	0%	+0%	$33.9M	968K	+89,574	+10.2%	$35.00	Q2 2025
3/31/2025	0%	0%	$27.2M	878K	-186,282		$30.91	Q1 2025
12/31/2024	0%	0%	$32.8M	1.06M	-223,640	-17.4%	$30.80	Q4 2024
9/30/2024	0%	+0%	$34.9M	1.29M	+1,288,416	NEW	$27.12	Q3 2024

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.