Position in TWFG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$117,845
+$27,734 QoQ
Shares Held
4,900
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
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, 2026EMERALD MUTUAL FUND ADVISERS TRUST holds $11,525,291 across 3 Insurance Brokers names. TWFG ranks #3 (1.0% of the industry book) .
All Filings in TWFG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,845 | 4,900 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $90,111 | 4,900 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $140,973 | 4,900 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $134,456 | 4,900 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $171,500 | 4,900 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $151,459 | 4,900 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $150,920 | 4,900 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $132,888 | 4,900 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||