Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$128,932
+$119,412 QoQ
Shares Held
7,011
+2477.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
4 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, 2026Tower Research Capital LLC (TRC) holds $9,967,326 across 18 Insurance Brokers names. TWFG ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
19,790 | $3,432,575 | |
| 2 | AON |
Aon plc
|
9,186 | $2,965,056 | |
| 3 | BRO |
Brown & Brown, Inc.
|
14,291 | $931,915 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
3,687 | $798,530 | |
| 5 | WTW |
Willis Towers Watson PLC
|
2,740 | $796,517 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
9,654 | $211,808 | |
| 7 | ERIE |
Erie Indemnity Co
|
802 | $201,550 | |
| 8 | ARX |
Accelerant Holdings
|
11,392 | $152,197 |
All Filings in TWFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||