Position in TWFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,955,378
+$5,181,511 QoQ
Shares Held
372,365
+81.5% QoQ
Ownership
0.689%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#8
of 82 holders
Holding Since
Sep 2024
8 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, 2026TWO SIGMA INVESTMENTS, LP holds $193,096,530 across 10 Insurance Brokers names. TWFG ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
1,993,822 | $127,903,681 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
202,263 | $33,711,174 | |
| 3 | CRVL |
Corvel Corp
|
145,409 | $9,090,970 | |
| 4 | TWFG |
TWFG, Inc.
This page
|
372,365 | $8,955,378 | |
| 5 | NP |
Neptune Insurance Holdings Inc.
|
253,351 | $7,980,556 | |
| 6 | LIFE |
Ethos Technologies Inc.
|
167,778 | $3,043,492 | |
| 7 | AON |
Aon plc
|
6,297 | $2,088,651 | |
| 8 | SLQT |
SelectQuote, Inc.
|
212,033 | $178,319 |
All Filings in TWFG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,955,378 | 372,365 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,773,867 | 205,213 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $946,935 | 32,914 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,819,428 | 139,192 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,483,515 | 99,529 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,574,122 | 83,278 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,697,340 | 87,576 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,288,850 | 47,524 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||