Position in TWFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,444,154
-$521,847 QoQ
Shares Held
60,048
-43.8% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 81 holders
Holding Since
Dec 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 Jun 30, 2026MILLENNIUM MANAGEMENT LLC holds $216,650,002 across 17 Insurance Brokers names. TWFG ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
312,198 | $103,552,954 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
136,089 | $31,241,951 | |
| 3 | TREE |
LendingTree, Inc.
|
411,135 | $18,209,169 | |
| 4 | ERIE |
Erie Indemnity Co
|
70,887 | $16,995,158 | |
| 5 | MRSH |
Marsh & Mclennan Companies, Inc.
|
71,478 | $11,913,238 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
302,055 | $11,405,596 | |
| 7 | CRVL |
Corvel Corp
|
100,805 | $6,302,328 | |
| 8 | WTW |
Willis Towers Watson PLC
|
15,673 | $4,096,452 |
All Filings in TWFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,444,154 | 60,048 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||