Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,322,424
-$988,957 QoQ
Shares Held
71,910
-10.5% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.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, 2026VICTORY CAPITAL MANAGEMENT INC holds $488,417,214 across 11 Insurance Brokers names. TWFG ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
1,360,892 | $395,611,304 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
194,080 | $33,663,176 | |
| 3 | AON |
Aon plc
|
61,296 | $19,785,122 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
87,133 | $18,871,265 | |
| 5 | BRO |
Brown & Brown, Inc.
|
218,218 | $14,229,995 | |
| 6 | CRVL |
Corvel Corp
|
40,149 | $2,194,142 | |
| 7 | ERIE |
Erie Indemnity Co
|
7,206 | $1,810,939 | |
| 8 | TWFG |
TWFG, Inc.
This page
|
71,910 | $1,322,424 |
All Filings in TWFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||