Ascent Group, LLC
Holdings in TWFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,946,104 | 102,402 | Shares | Other | 2026-01-20 |
| 2025-09-30 | $2,480,630 | 90,402 | Shares | Sole | 2025-10-20 |
| 2025-06-30 | $1,699,145 | 48,547 | Shares | Sole | 2025-07-21 |
| 2025-03-31 | $1,356,423 | 43,883 | Shares | Other | 2025-05-16 |
| 2024-12-31 | $585,076 | 18,996 | Shares | Other | 2025-02-21 |