Position in TWFG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$48
-$128,884 QoQ
Shares Held
2
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#81
of 81 holders
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 Jun 30, 2026Tower Research Capital LLC (TRC) holds $5,020,431 across 18 Insurance Brokers names. TWFG ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
7,675 | $1,279,192 | |
| 2 | AON |
Aon plc
|
3,783 | $1,254,782 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
3,111 | $714,191 | |
| 4 | WTW |
Willis Towers Watson PLC
|
2,044 | $534,239 | |
| 5 | BRO |
Brown & Brown, Inc.
|
5,747 | $368,669 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
7,723 | $291,619 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
4,086 | $108,605 | |
| 8 | ERIE |
Erie Indemnity Co
|
353 | $84,631 |
All Filings in TWFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48 | 2 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $128,932 | 7,011 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $9,520 | 272 | Shares | Defined | 2025-08-15 | |
| 2024-12-31 | $99,576 | 3,233 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $23,458 | 865 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||