Back to TWFG
Symphony Financial, Ltd. Co. → TWFG
Symphony Financial, Ltd. Co. TWFG Position History
TWFG, Inc. • Insurance
Quarters held
3
Latest value
$629K
Q3 2026
Peak value
$942K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $286K |
| Q2 2026 | $942K |
| Q3 2026 | $629K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $629K | 26.1K | — | — |
| Q2 2026 | $942K | 39.1K | — | — |
| Q1 2026 | $286K | 15.4K | — | — |
Other funds holding TWFG
$27.3M
$20.9M
$15.7M
$15.7M
$10.2M
$9.8M
$9.5M