Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,348,671
-$3,445,651 QoQ
Shares Held
182,092
-22.9% QoQ
Ownership
0.336%
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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $7,011,416,248 across 17 Insurance Brokers names. TWFG ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
13,404,172 | $2,324,953,632 | |
| 2 | AON |
Aon plc
|
5,244,309 | $1,692,758,058 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
6,243,640 | $1,352,247,550 | |
| 4 | WTW |
Willis Towers Watson PLC
|
2,589,972 | $752,904,860 | |
| 5 | BRO |
Brown & Brown, Inc.
|
8,138,153 | $530,688,956 | |
| 6 | ERIE |
Erie Indemnity Co
|
862,023 | $216,634,999 | |
| 7 | CRVL |
Corvel Corp
|
937,552 | $51,237,216 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
2,151,033 | $47,193,663 |
All Filings in TWFG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,348,671 | 182,092 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,794,322 | 236,160 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $6,030,789 | 219,781 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $5,328,505 | 152,243 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $6,433,235 | 208,128 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,185,781 | 135,902 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,697,079 | 136,323 | Shares | Defined | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||