Position
Fidelity in TWFG, Inc.
Back to the book · All holders of TWFG
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $6.34K$18.39 → $24.05
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 1.07M | $30.6M | — | — | — | 0.0% |
| Q1 2026 | 151.3K | $2.78M | $18.39 | −$1.57M | −$26.3M | 0.0% |
| Q2 2026 | 1.12K | $26.9K | $24.05 | $6.34K | −$2.76M | 0.0% |