Position in TWFG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$686,242
+$555,545 QoQ
Shares Held
28,534
+301.5% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#38
of 82 holders
Holding Since
Sep 2024
7 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, 2026Quantbot Technologies LP holds $15,243,914 across 9 Insurance Brokers names. TWFG ranks #3 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
58,448 | $9,741,528 | |
| 2 | ERIE |
Erie Indemnity Co
|
14,456 | $3,465,826 | |
| 3 | TWFG |
TWFG, Inc.
This page
|
28,534 | $686,242 | |
| 4 | RYAN |
Ryan Specialty Holdings, Inc.
|
12,889 | $486,688 | |
| 5 | NP |
Neptune Insurance Holdings Inc.
|
13,352 | $420,588 | |
| 6 | CRVL |
Corvel Corp
|
3,206 | $200,439 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
6,236 | $165,752 | |
| 8 | BRO |
Brown & Brown, Inc.
|
916 | $58,761 |
All Filings in TWFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686,242 | 28,534 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $130,697 | 7,107 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $109,842 | 4,003 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $141,855 | 4,053 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $82,158 | 2,658 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $166,535 | 5,407 | 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. | ||||||