Position in TWFG
as of Jun 30, 2026
· filed Sep 2, 2026
Position Value
$5,160,864
+$3,147,123 QoQ
Shares Held
214,589
+96.0% QoQ
Ownership
0.397%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 81 holders
Holding Since
Sep 2024
6 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, 2026CITADEL ADVISORS LLC holds $292,697,337 across 16 Insurance Brokers names. TWFG ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
382,807 | $100,054,264 | |
| 2 | BRO |
Brown & Brown, Inc.
|
675,291 | $43,319,917 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
230,808 | $38,468,768 | |
| 4 | AON |
Aon plc
|
105,569 | $35,016,181 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
110,798 | $25,435,896 | |
| 6 | ARX |
Accelerant Holdings
|
1,747,985 | $20,486,384 | |
| 7 | ERIE |
Erie Indemnity Co
|
57,083 | $13,685,649 | |
| 8 | TWFG |
TWFG, Inc.
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|
214,589 | $5,160,864 |
All Filings in TWFG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,160,864 | 214,589 | Shares | Defined | 2026-09-02 | |
| 2026-03-31 | $2,013,741 | 109,502 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $1,120,910 | 32,026 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,757,728 | 56,866 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,203,616 | 71,546 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,757,776 | 359,800 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||