Position in TWFG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,189,822
+$841,151 QoQ
Shares Held
174,213
-4.3% QoQ
Ownership
0.322%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 81 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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $7,142,134,490 across 18 Insurance Brokers names. TWFG ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
13,510,274 | $2,251,757,367 | |
| 2 | AON |
Aon plc
|
5,180,553 | $1,718,337,624 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
6,298,870 | $1,446,031,585 | |
| 4 | WTW |
Willis Towers Watson PLC
|
2,601,654 | $679,994,305 | |
| 5 | BRO |
Brown & Brown, Inc.
|
8,230,737 | $528,001,778 | |
| 6 | ERIE |
Erie Indemnity Co
|
899,461 | $215,645,774 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
2,124,953 | $80,238,225 | |
| 8 | CRVL |
Corvel Corp
|
1,013,570 | $63,368,396 |
All Filings in TWFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,189,822 | 174,213 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||