Back to TWFG
Ascent Group, LLC TWFG Position History
TWFG, Inc. • Insurance
Quarters held
7
Latest value
$5.1M
Q3 2026
Peak value
$5.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12K |
| Q4 2025 | $2.9M |
| Q1 2026 | $3.2M |
| Q2 2026 | $5.1M |
| Q2 2026 | $50K |
| Q3 2026 | $10K |
| Q3 2026 | $5.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.1M | 213.7K | — | — |
| Q3 2026 | $10K | 429 | — | — |
| Q2 2026 | $50K | 2.1K | — | — |
| Q2 2026 | $5.1M | 210.2K | — | — |
| Q1 2026 | $3.2M | 174.4K | — | — |
| Q4 2025 | $2.9M | 102.0K | — | — |
| Q4 2025 | $12K | 432 | — | — |
Other funds holding TWFG
$27.3M
$20.9M
$15.7M
$15.7M
$10.2M
$9.8M
$9.5M