Position in TWFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,605,095
+$1,429,062 QoQ
Shares Held
149,900
+26.7% QoQ
Ownership
0.277%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#17
of 81 holders
Holding Since
Dec 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 Jun 30, 2026RENAISSANCE TECHNOLOGIES LLC holds $238,598,119 across 13 Insurance Brokers names. TWFG ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRVL |
Corvel Corp
|
1,529,530 | $95,626,215 | |
| 2 | BRO |
Brown & Brown, Inc.
|
904,200 | $58,004,430 | |
| 3 | WTW |
Willis Towers Watson PLC
|
144,640 | $37,804,556 | |
| 4 | CRD-A |
Crawford & Co
|
1,052,234 | $11,371,552 | |
| 5 | ERIE |
Erie Indemnity Co
|
31,991 | $7,669,842 | |
| 6 | TREE |
LendingTree, Inc.
|
164,300 | $7,276,847 | |
| 7 | LIFE |
Ethos Technologies Inc.
|
342,500 | $6,212,950 | |
| 8 | NP |
Neptune Insurance Holdings Inc.
|
166,671 | $5,250,136 |
All Filings in TWFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,605,095 | 149,900 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||