Position in TWFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$677,680
+$383,085 QoQ
Shares Held
28,178
+234.8% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 81 holders
Holding Since
Dec 2024
3 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, 2026D. E. Shaw & Co., Inc. holds $160,496,182 across 11 Insurance Brokers names. TWFG ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
839,616 | $139,938,797 | |
| 2 | AON |
Aon plc
|
34,765 | $11,531,202 | |
| 3 | CRVL |
Corvel Corp
|
32,560 | $2,035,650 | |
| 4 | LIFE |
Ethos Technologies Inc.
|
99,814 | $1,810,625 | |
| 5 | ERIE |
Erie Indemnity Co
|
5,455 | $1,307,836 | |
| 6 | WTW |
Willis Towers Watson PLC
|
3,804 | $994,251 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
18,306 | $887,840 | |
| 8 | EHTH |
eHealth, Inc.
|
568,229 | $846,660 |
All Filings in TWFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,680 | 28,178 | Shares | Defined | 2026-08-14 | |
| 2025-06-30 | $294,595 | 8,417 | Shares | Defined | 2025-08-14 | |
| 2024-12-31 | $281,912 | 9,153 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||