Position in TWFG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$270,165
-$81,749 QoQ
Shares Held
14,691
+20.1% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Bank of New York Mellon Corp holds $2,298,132,760 across 14 Insurance Brokers names. TWFG ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
3,321,092 | $1,071,982,061 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,254,021 | $564,409,933 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,287,455 | $278,836,995 | |
| 4 | WTW |
Willis Towers Watson PLC
|
505,357 | $146,907,271 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,391,069 | $90,711,604 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
3,918,087 | $85,962,823 | |
| 7 | ERIE |
Erie Indemnity Co
|
164,581 | $41,360,845 | |
| 8 | CRVL |
Corvel Corp
|
184,425 | $10,078,821 |
All Filings in TWFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||