MORGAN STANLEY
Holdings in TWFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $876,017 | 30,449 | Shares | Defined | 2026-02-13 |
| 2025-09-30 | $6,997 | 255 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $845,985 | 24,171 | Shares | Defined | 2025-08-15 |
| 2025-03-31 | $762,580 | 24,671 | Shares | Defined | 2025-05-15 |
| 2024-12-31 | $2,260,196 | 73,383 | Shares | Defined | 2025-05-15 |
| 2024-09-30 | $292,706 | 10,793 | Shares | Defined | 2025-05-14 |