Position in TWFG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,176,033
+$1,048,249 QoQ
Shares Held
118,327
+201.9% QoQ
Ownership
0.218%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026RENAISSANCE TECHNOLOGIES LLC holds $325,661,562 across 14 Insurance Brokers names. TWFG ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
1,573,902 | $102,634,149 | |
| 2 | CRVL |
Corvel Corp
|
1,617,830 | $88,414,409 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
365,500 | $63,395,975 | |
| 4 | WTW |
Willis Towers Watson PLC
|
103,400 | $30,058,380 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
76,600 | $16,590,028 | |
| 6 | CRD-A |
Crawford & Co
|
495,424 | $4,939,377 | |
| 7 | ERIE |
Erie Indemnity Co
|
18,131 | $4,556,501 | |
| 8 | NP |
Neptune Insurance Holdings Inc.
|
160,703 | $3,887,405 |
All Filings in TWFG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,176,033 | 118,327 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,127,784 | 39,200 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $996,072 | 36,300 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,765,000 | 79,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,981,084 | 96,444 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,274,040 | 106,300 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||