Stock Transactions — TWFG INC

Total Bought
2,525,700
48 transactions
Total Sold
3,599,100
30 transactions
Net
-1,073,400
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
MARSHALL WACE, LLP0266,828+266,8280.000.01+0.01buy
Giverny Capital Inc.331,511552,107+220,5960.320.37+0.05buy
BAMCO INC /NY/954,4631,135,099+180,6360.070.06-0.01buy
TWO SIGMA INVESTMENTS, LP32,914205,213+172,2990.000.00+0.00buy
JANE STREET GROUP, LLC0169,005+169,0050.000.00+0.00buy
BALYASNY ASSET MANAGEMENT L.P.9,890170,182+160,2920.000.01+0.01buy
MORGAN STANLEY0111,526+111,5260.000.00+0.00buy
CITADEL ADVISORS LLC0109,502+109,5020.000.00+0.00buy
Capital International Investors958,4901,065,732+107,2420.000.00+0.00buy
MILLENNIUM MANAGEMENT LLC8,275106,906+98,6310.000.00+0.00buy
RENAISSANCE TECHNOLOGIES LLC39,200118,327+79,1270.000.00+0.00buy
Ascent Group, LLC102,402174,442+72,0400.100.11+0.01buy
GOLDMAN SACHS GROUP INC53,303122,832+69,5290.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP067,612+67,6120.000.00+0.00buy
Point72 Asset Management, L.P.064,668+64,6680.000.00+0.00buy
Lighthouse Investment Partners, LLC059,909+59,9090.000.04+0.04buy
XTX Topco Ltd045,786+45,7860.000.01+0.01buy
HRT FINANCIAL LP045,555+45,5550.000.00+0.00buy
Qube Research & Technologies Ltd27,43672,935+45,4990.000.00+0.00buy
Trexquant Investment LP037,379+37,3790.000.00+0.00buy
UBS Group AG45,91282,185+36,2730.000.00+0.00buy
TUDOR INVESTMENT CORP ET AL029,165+29,1650.000.00+0.00buy
AXQ CAPITAL, LP028,353+28,3530.000.07+0.07buy
CENTRAL SECURITIES CORP475,000500,000+25,0001.100.76-0.34buy
Jump Financial, LLC023,573+23,5730.000.01+0.01buy
Schonfeld Strategic Advisors LLC26,84849,699+22,8510.000.01+0.00buy
MANGROVE PARTNERS IM, LLC022,498+22,4980.000.03+0.03buy
Magnetar Financial LLC021,683+21,6830.000.00+0.00buy
Squarepoint Ops LLC016,878+16,8780.000.00+0.00buy
Symphony Financial, Ltd. Co.015,407+15,4070.000.04+0.04buy
Aquatic Capital Management LLC1,52016,235+14,7150.000.01+0.01buy
Dynamic Technology Lab Private Ltd16,25229,396+13,1440.110.09-0.02buy
BANK OF AMERICA CORP /DE/42,69654,111+11,4150.000.00-0.00buy
Centiva Capital, LP010,950+10,9500.000.01+0.01buy
BARCLAYS PLC110,725+10,7240.000.00+0.00buy
Americana Partners, LLC010,000+10,0000.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/33,01840,459+7,4410.000.00-0.00buy
Quantbot Technologies LP07,107+7,1070.000.01+0.01buy
Tower Research Capital LLC (TRC)07,011+7,0110.000.00+0.00buy
Bank of New York Mellon Corp12,23214,691+2,4590.000.00-0.00buy
STATE STREET CORP64,36666,566+2,2000.000.00-0.00buy
1832 Asset Management L.P.15,37316,962+1,5890.000.00-0.00buy
BNP PARIBAS FINANCIAL MARKETS01,156+1,1560.000.00+0.00buy
Russell Investments Group, Ltd.1,4211,760+3390.000.00-0.00buy
Parallel Advisors, LLC079+790.000.00+0.00buy
JONES FINANCIAL COMPANIES LLLP100123+230.000.00-0.00buy
Arax Advisory Partners03+30.000.00+0.00buy
Caitong International Asset Management Co., Ltd03+30.000.00+0.00buy
EMERALD MUTUAL FUND ADVISERS TRUST4,9004,90000.010.00-0.00hold
Alyeska Investment Group, L.P.215,778215,77800.020.01-0.01hold
CWM, LLC70370300.000.00-0.00hold
QUADRANT CAPITAL GROUP LLC2,3572,35700.000.00-0.00hold
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC10010000.000.00-0.00hold
Nuveen, LLC495,092495,09200.000.00-0.00hold
BlackRock, Inc.187,337187,33700.000.00-0.00hold
Federation des caisses Desjardins du Quebec13513500.000.00-0.00hold
FIFTH THIRD BANCORP89689600.000.00-0.00hold
FRANKLIN RESOURCES INC10,00010,00000.000.00-0.00hold
AMERICAN CENTURY COMPANIES INC10,27710,27700.000.00-0.00hold
ACADIAN ASSET MANAGEMENT LLC1,1561,15600.000.00-0.00hold
GAMMA Investing LLC90-90.000.00-0.00sell
Farther Finance Advisors, LLC337313-240.000.00-0.00sell
Aster Capital Management (DIFC) Ltd300-300.000.00-0.00sell
SEI INVESTMENTS CO12,64012,473-1670.000.00-0.00sell
ROYAL BANK OF CANADA7,1786,485-6930.000.00-0.00sell
US BANCORP \DE\1,257555-7020.000.00-0.00sell
PNC FINANCIAL SERVICES GROUP, INC.7930-7930.000.00-0.00sell
ENVESTNET ASSET MANAGEMENT INC15,23113,058-2,1730.000.00-0.00sell
STATE OF WISCONSIN INVESTMENT BOARD25,64123,323-2,3180.000.00-0.00sell
RAYMOND JAMES FINANCIAL INC32,02629,575-2,4510.000.00-0.00sell
CITIGROUP INC6,3742,068-4,3060.000.00-0.00sell
VICTORY CAPITAL MANAGEMENT INC80,34071,910-8,4300.000.00-0.00sell
Susquehanna Portfolio Strategies, LLC10,4730-10,4730.000.00-0.00sell
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC11,7240-11,7240.010.00-0.01sell
GILDER GAGNON HOWE & CO LLC238,520223,639-14,8810.070.05-0.02sell
BLAIR WILLIAM & CO/IL19,8960-19,8960.000.00-0.00sell
ExodusPoint Capital Management, LP20,9590-20,9590.010.00-0.01sell
NORTHERN TRUST CORP61,66140,131-21,5300.000.00-0.00sell
TD ASSET MANAGEMENT INC67,70440,208-27,4960.000.00-0.00sell
Gillson Capital LP169,065128,665-40,4000.320.19-0.12sell
RIVERBRIDGE PARTNERS LLC593,744549,614-44,1300.320.25-0.07sell
Ghisallo Capital Management LLC50,0000-50,0000.060.00-0.06sell
GEODE CAPITAL MANAGEMENT, LLC236,160182,092-54,0680.000.00-0.00sell
ROYCE & ASSOCIATES LP57,0190-57,0190.020.00-0.02sell
BRASADA CAPITAL MANAGEMENT, LP160,78772,099-88,6880.770.25-0.53sell
Grandeur Peak Global Advisors, LLC116,3480-116,3480.450.00-0.45sell
LORD, ABBETT & CO. LLC255,7640-255,7640.020.00-0.02sell
T. Rowe Price Investment Management, Inc.2,847,7192,099,298-748,4210.050.03-0.03sell
FMR LLC1,065,105151,281-913,8240.000.00-0.00sell
ALLIANCEBERNSTEIN L.P.1,081,3830-1,081,3830.010.00-0.01sell
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