HRT FINANCIAL LP

Position in TWFG — TWFG, Inc.

CIK 1475597 NEW YORK, NY

Position in TWFG

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$837,756

+$438,301 QoQ

Shares Held

45,555

+299.2% QoQ

Ownership

0.084%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

HRT FINANCIAL LP holds $6,609,810 across 3 Insurance Brokers names. TWFG ranks #2 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRVL	Corvel Corp	104,894	$5,732,457
2	TWFG	TWFG, Inc. This page	45,555	$837,756
3	ZBAO	Zhibao Technology Inc.	52,727	$39,597

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$837,756	45,555	+299.2%	Shares	Defined	2026-05-14
2025-06-30	$399,455	11,413	—	Shares	Defined	2025-08-14
No filing history on record for this holder in this stock.