Position in TWFG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$388,287
+$148,151 QoQ
Shares Held
16,145
+23.6% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 81 holders
Holding Since
Jun 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $544,888,174 across 12 Insurance Brokers names. TWFG ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
833,230 | $191,284,611 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
998,086 | $166,350,993 | |
| 3 | AON |
Aon plc
|
337,900 | $112,078,051 | |
| 4 | BRO |
Brown & Brown, Inc.
|
464,414 | $29,792,158 | |
| 5 | WTW |
Willis Towers Watson PLC
|
61,829 | $16,160,245 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
233,878 | $8,831,233 | |
| 7 | CRVL |
Corvel Corp
|
102,070 | $6,381,416 | |
| 8 | ERIE |
Erie Indemnity Co
|
19,282 | $4,622,859 |
All Filings in TWFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,287 | 16,145 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $240,136 | 13,058 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $438,195 | 15,231 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $341,670 | 9,762 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||