Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,906,966
+$403,096 QoQ
Shares Held
266,828
+107.4% QoQ
Ownership
0.493%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026MARSHALL WACE, LLP holds $229,609,216 across 9 Insurance Brokers names. TWFG ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
605,053 | $104,946,441 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
276,420 | $59,867,042 | |
| 3 | ARX |
Accelerant Holdings
|
2,274,152 | $30,382,670 | |
| 4 | BRO |
Brown & Brown, Inc.
|
246,349 | $16,064,417 | |
| 5 | CRVL |
Corvel Corp
|
163,963 | $8,960,577 | |
| 6 | TWFG |
TWFG, Inc.
This page
|
266,828 | $4,906,966 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
52,536 | $2,241,185 | |
| 8 | NP |
Neptune Insurance Holdings Inc.
|
91,927 | $2,223,714 |
All Filings in TWFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,906,966 | 266,828 | Shares | Other | 2026-05-15 | |
| 2025-06-30 | $4,503,870 | 128,682 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $4,694,857 | 151,888 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $4,693,550 | 152,388 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,635,385 | 97,175 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||