Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,013,741
+$892,831 QoQ
Shares Held
109,502
+241.9% QoQ
Ownership
0.202%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 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, 2026CITADEL ADVISORS LLC holds $479,024,060 across 14 Insurance Brokers names. TWFG ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
574,298 | $166,948,428 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
762,692 | $165,183,833 | |
| 3 | BRO |
Brown & Brown, Inc.
|
986,733 | $64,344,858 | |
| 4 | AON |
Aon plc
|
80,300 | $25,919,233 | |
| 5 | MRSH |
Marsh & Mclennan Companies, Inc.
|
136,487 | $23,673,670 | |
| 6 | ARX |
Accelerant Holdings
|
1,144,206 | $15,286,591 | |
| 7 | ERIE |
Erie Indemnity Co
|
24,949 | $6,269,933 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
390,000 | $4,356,300 |
All Filings in TWFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||