Position in TWFG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$8,000,424
-$2,106,977 QoQ
Shares Held
332,658
-39.5% QoQ
Ownership
0.614%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1
of 4 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026RIVERBRIDGE PARTNERS LLC holds $13,617,645 across 2 Insurance Brokers names. TWFG ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWFG |
TWFG, Inc.
This page
|
332,658 | $8,000,424 | |
| 2 | GSHD |
Goosehead Insurance, Inc.
|
115,819 | $5,617,221 |
All Filings in TWFG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,000,424 | 332,658 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $10,107,401 | 549,614 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $17,082,014 | 593,744 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $14,890,617 | 542,661 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $12,049,345 | 344,267 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||