Chuck Royce's TWFG Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 57,017 shares of TWFG, Inc. (TWFG) worth $1.56 M, representing 0.02% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 5 quarters.
Based on 13F filings, Chuck Royce has maintained this position in TWFG for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 17 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's TWFG (TWFG) Holding Value Over Time
Track share changes against reported price movement
Quarterly TWFG (TWFG) Trades by Chuck Royce
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2024 | +57,000 | New Buy | 57,000 | $27.12 |
| Q1 2025 | +17 | Add 0.03% | 57,017 | $30.91 |
Chuck Royce's TWFG Investment FAQs
Chuck Royce first purchased TWFG, Inc. (TWFG) in Q3 2024, acquiring 57,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held TWFG, Inc. (TWFG) for 5 quarters since Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's largest addition to TWFG, Inc. (TWFG) was in Q3 2024, adding 57,000 shares worth $1.55 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 57,017 shares of TWFG, Inc. (TWFG), valued at approximately $1.56 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, TWFG, Inc. (TWFG) represents approximately 0.02% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's peak holding in TWFG, Inc. (TWFG) was 57,017 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.