13F

Stock

TWFG, Inc.

TWFG · held by 2 managers

Reported value

$2.75M

Holders

2

+0 new · −0 exited

Holders’ est. mark

Need a prior quarter

Largest holder

$1.92M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY70K$1.92MHeld
BANK OF AMERICA CORP /DE/30.2K$828.1KHeld

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.