Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,874,470
-$6,585,430 QoQ
Shares Held
1,135,099
+18.9% QoQ
Ownership
2.10%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026BAMCO INC /NY/ holds $138,597,196 across 5 Insurance Brokers names. TWFG ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWIN |
Baldwin Insurance Group, Inc.
|
2,710,068 | $59,458,891 | |
| 2 | WTW |
Willis Towers Watson PLC
|
85,918 | $24,976,362 | |
| 3 | TWFG |
TWFG, Inc.
This page
|
1,135,099 | $20,874,470 | |
| 4 | NP |
Neptune Insurance Holdings Inc.
|
708,474 | $17,137,986 | |
| 5 | ARX |
Accelerant Holdings
|
1,208,794 | $16,149,487 |
All Filings in TWFG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,874,470 | 1,135,099 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $27,459,900 | 954,463 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $26,181,272 | 954,128 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $31,572,135 | 902,061 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $26,824,439 | 867,824 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $26,847,158 | 871,661 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $26,847,158 | 871,661 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,763,645 | 728,748 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||