Position in TWFG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$940,090
+$656,756 QoQ
Shares Held
39,089
+153.7% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#35
of 81 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Symphony Financial, Ltd. Co. holds $940,090 across 1 Insurance Brokers name. TWFG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWFG |
TWFG, Inc.
This page
|
39,089 | $940,090 |
All Filings in TWFG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $940,090 | 39,089 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $283,334 | 15,407 | Shares | Sole | 2026-05-01 | |
| 2025-06-30 | $211,715 | 6,049 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $340,309 | 11,049 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $299,648 | 11,049 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||