Quantbot Technologies LP

Position in TWFG — TWFG, Inc.

CIK 1512991 NEW YORK, NY

Position in TWFG

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$130,697

+$20,855 QoQ

Shares Held

7,107

+77.5% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

6 quarters on record

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

Financial Services · as of Mar 31, 2026

Quantbot Technologies LP holds $15,848,024 across 4 Insurance Brokers names. TWFG ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc.	153,936	$10,038,166
2	ERIE	Erie Indemnity Co	20,493	$5,150,095
3	CRVL	Corvel Corp	9,681	$529,066
4	TWFG	TWFG, Inc. This page	7,107	$130,697

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$130,697	7,107	+77.5%	Shares	Sole	2026-05-13
2025-09-30	$109,842	4,003	-1.2%	Shares	Sole	2025-11-12
2025-06-30	$141,855	4,053	+52.5%	Shares	Sole	2025-08-13
2025-03-31	$82,158	2,658	-50.8%	Shares	Sole	2025-05-13
2024-12-31	$166,535	5,407	+57.8%	Shares	Sole	2025-02-11
2024-09-30	$92,913	3,426	—	Shares	Sole	2024-11-13
No filing history on record for this holder in this stock.