Position in TWFG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$739,425
-$1,208,419 QoQ
Shares Held
40,208
-40.6% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 Mar 31, 2026TD Asset Management Inc holds $291,124,147 across 9 Insurance Brokers names. TWFG ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
939,368 | $162,933,379 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
354,367 | $76,748,804 | |
| 3 | AON |
Aon plc
|
80,527 | $25,992,504 | |
| 4 | WTW |
Willis Towers Watson PLC
|
36,692 | $10,666,364 | |
| 5 | BRO |
Brown & Brown, Inc.
|
134,606 | $8,777,657 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
110,454 | $2,671,882 | |
| 7 | ERIE |
Erie Indemnity Co
|
6,922 | $1,739,567 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
20,032 | $854,565 |
All Filings in TWFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $739,425 | 40,208 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,947,844 | 67,704 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,711,213 | 62,362 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,008,790 | 57,394 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,636,437 | 52,942 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,302,100 | 42,276 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $587,853 | 21,676 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||