Position in TWFG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$326,525
+$56,360 QoQ
Shares Held
13,577
-7.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#48
of 81 holders
Holding Since
Sep 2025
4 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, 2026Bank of New York Mellon Corp holds $2,291,628,363 across 17 Insurance Brokers names. TWFG ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
3,191,212 | $1,058,493,092 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,194,567 | $532,438,471 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,260,984 | $289,484,090 | |
| 4 | WTW |
Willis Towers Watson PLC
|
509,113 | $133,066,855 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,380,970 | $88,589,218 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
3,077,351 | $81,795,986 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
1,126,289 | $42,528,664 | |
| 8 | ERIE |
Erie Indemnity Co
|
164,118 | $39,347,286 |
All Filings in TWFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,525 | 13,577 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $270,165 | 14,691 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $351,914 | 12,232 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $258,813 | 9,432 | Shares | Defined | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||