Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$119,258
-$87,252 QoQ
Shares Held
6,485
-9.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026ROYAL BANK OF CANADA holds $1,186,985,924 across 18 Insurance Brokers names. TWFG ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,316,579 | $575,260,622 | |
| 2 | BRO |
Brown & Brown, Inc.
|
3,569,784 | $232,785,610 | |
| 3 | AON |
Aon plc
|
688,130 | $222,114,597 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
484,330 | $104,896,187 | |
| 5 | WTW |
Willis Towers Watson PLC
|
76,235 | $22,161,510 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
778,281 | $17,075,483 | |
| 7 | ERIE |
Erie Indemnity Co
|
24,059 | $6,046,266 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
73,306 | $3,127,232 |
All Filings in TWFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $119,258 | 6,485 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $206,510 | 7,178 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $140,190 | 5,109 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $198,275 | 5,665 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $42,037 | 1,360 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $220,620 | 7,163 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $135,491 | 4,996 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||