Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,966,001
+$1,727,930 QoQ
Shares Held
106,906
+1191.9% QoQ
Ownership
0.197%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026MILLENNIUM MANAGEMENT LLC holds $133,329,745 across 11 Insurance Brokers names. TWFG ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
234,020 | $50,684,051 | |
| 2 | ERIE |
Erie Indemnity Co
|
140,445 | $35,295,232 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
80,034 | $13,881,897 | |
| 4 | BRO |
Brown & Brown, Inc.
|
167,415 | $10,917,132 | |
| 5 | AON |
Aon plc
|
19,976 | $6,447,853 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
143,540 | $6,123,416 | |
| 7 | CRVL |
Corvel Corp
|
68,729 | $3,756,039 | |
| 8 | WTW |
Willis Towers Watson PLC
|
8,250 | $2,398,275 |
All Filings in TWFG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,966,001 | 106,906 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $238,071 | 8,275 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $625,933 | 22,811 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,992,590 | 114,074 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,725,581 | 55,826 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,456,638 | 79,761 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||