Position in TWFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$153,702
+$34,444 QoQ
Shares Held
6,391
-1.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 81 holders
Holding Since
Sep 2024
8 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 Jun 30, 2026ROYAL BANK OF CANADA holds $1,051,163,621 across 19 Insurance Brokers names. TWFG ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,813,877 | $468,988,874 | |
| 2 | BRO |
Brown & Brown, Inc.
|
3,471,860 | $222,719,814 | |
| 3 | AON |
Aon plc
|
554,705 | $183,990,096 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
529,273 | $121,505,199 | |
| 5 | WTW |
Willis Towers Watson PLC
|
86,916 | $22,717,230 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
651,487 | $17,316,522 | |
| 7 | CRVL |
Corvel Corp
|
55,352 | $3,460,605 | |
| 8 | RYAN |
Ryan Specialty Holdings, Inc.
|
86,704 | $3,273,940 |
All Filings in TWFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,702 | 6,391 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||