FRANKLIN RESOURCES INC
Holdings in TWFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $287,700 | 10,000 | Shares | Defined | 2026-02-11 |
| 2025-09-30 | $274,400 | 10,000 | Shares | Defined | 2025-11-13 |
| 2025-06-30 | $350,000 | 10,000 | Shares | Defined | 2025-08-12 |
| 2025-03-31 | $309,100 | 10,000 | Shares | Defined | 2025-05-13 |
| 2024-12-31 | $308,000 | 10,000 | Shares | Defined | 2025-02-12 |
| 2024-09-30 | $271,200 | 10,000 | Shares | Defined | 2024-11-27 |