Position in TWFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,830,003
+$4,923,037 QoQ
Shares Held
408,732
+53.2% QoQ
Ownership
0.756%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#7
of 82 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MARSHALL WACE, LLP holds $265,115,717 across 15 Insurance Brokers names. TWFG ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,043,399 | $173,903,310 | |
| 2 | GSHD |
Goosehead Insurance, Inc.
|
330,416 | $16,025,175 | |
| 3 | AON |
Aon plc
|
46,582 | $15,450,783 | |
| 4 | CRVL |
Corvel Corp
|
221,883 | $13,872,123 | |
| 5 | ARX |
Accelerant Holdings
|
1,109,675 | $13,005,390 | |
| 6 | BRO |
Brown & Brown, Inc.
|
171,498 | $11,001,596 | |
| 7 | TWFG |
TWFG, Inc.
This page
|
408,732 | $9,830,003 | |
| 8 | WTW |
Willis Towers Watson PLC
|
25,772 | $6,736,027 |
All Filings in TWFG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,830,003 | 408,732 | Shares | Other | 2026-08-13 | |
| 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. | ||||||