Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,773,867
+$2,826,932 QoQ
Shares Held
205,213
+523.5% QoQ
Ownership
0.379%
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 99.85381043111305.ToString("F0")%
Shared 0.ToString("F0")%
None 0.14618956888696133.ToString("F0")%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $217,633,878 across 13 Insurance Brokers names. TWFG ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
676,619 | $117,359,565 | |
| 2 | BRO |
Brown & Brown, Inc.
|
1,165,284 | $75,988,169 | |
| 3 | AON |
Aon plc
|
19,537 | $6,306,152 | |
| 4 | CRVL |
Corvel Corp
|
112,250 | $6,134,462 | |
| 5 | ERIE |
Erie Indemnity Co
|
16,299 | $4,096,101 | |
| 6 | TWFG |
TWFG, Inc.
This page
|
205,213 | $3,773,867 | |
| 7 | LIFE |
Ethos Technologies Inc.
|
121,791 | $1,360,405 | |
| 8 | NP |
Neptune Insurance Holdings Inc.
|
55,977 | $1,354,083 |
All Filings in TWFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||