Question 1

How many shares of TWFG does MORGAN STANLEY own?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY holds 127,879 shares of TWFG (TWFG INC).

Question 2

What is MORGAN STANLEY's TWFG position worth?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY's TWFG position is worth $3.1M.

Question 3

Is MORGAN STANLEY buying or selling TWFG?

Accepted Answer

In 2026-Q2, MORGAN STANLEY increased their TWFG position (+14.7% change in shares).

Question 4

When did MORGAN STANLEY first buy TWFG?

Accepted Answer

Based on available 13F filings, MORGAN STANLEY first reported a position in TWFG in 2024-Q3. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	127,879	+14.7%	$3.1M	0.0%	$24.05	30
2026-Q1	Increased	111,526	+208.1%	$2.1M	0.0%	$20.04	42
2025-Q4	Decreased	36,203	-48.3%	$1M	0.0%	$28.63	0
2025-Q3	Decreased	69,994	-5.8%	$1.9M	0.0%	$26.92	0
2025-Q2	Decreased	74,306	-20.9%	$2.6M	0.0%	$35.00	0
2025-Q1	Increased	93,974	+28.1%	$2.9M	0.0%	$30.50	33
2024-Q4	Increased	73,383	+114.8%	$2.3M	0.0%	$29.13	42
2024-Q3	New	34,159	-	$926,392	0.0%	$28.03	35

TWFG8 quarters

TWFG
8 quarters