Position in TWFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,988,333
+$665,909 QoQ
Shares Held
82,675
+15.0% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 82 holders
Holding Since
Mar 2025
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 Jun 30, 2026VICTORY CAPITAL MANAGEMENT INC holds $177,637,289 across 10 Insurance Brokers names. TWFG ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
338,998 | $88,603,907 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
175,423 | $29,237,751 | |
| 3 | AON |
Aon plc
|
60,303 | $20,001,902 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
85,372 | $19,598,850 | |
| 5 | BRO |
Brown & Brown, Inc.
|
184,846 | $11,857,870 | |
| 6 | ERIE |
Erie Indemnity Co
|
14,587 | $3,497,233 | |
| 7 | CRVL |
Corvel Corp
|
40,798 | $2,550,690 | |
| 8 | TWFG |
TWFG, Inc.
This page
|
82,675 | $1,988,333 |
All Filings in TWFG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,988,333 | 82,675 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,322,424 | 71,910 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,311,381 | 80,340 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,644,556 | 351,478 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,815,430 | 223,298 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,784,435 | 219,490 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||