Position in TWFG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$19,598,811
-$7,976,946 QoQ
Shares Held
1,065,732
+11.2% QoQ
Ownership
1.97%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026Capital International Investors holds $3,470,893,752 across 6 Insurance Brokers names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
15,729,457 | $2,621,628,598 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,002,580 | $459,732,290 | |
| 3 | AON |
Aon plc
|
793,989 | $263,358,211 | |
| 4 | BRO |
Brown & Brown, Inc.
|
802,328 | $51,469,341 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
1,690,697 | $44,938,726 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
944,971 | $29,766,586 |
All Filings in TWFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,598,811 | 1,065,732 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $27,575,757 | 958,490 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $12,266,256 | 447,021 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $18,039,315 | 515,409 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $27,163,924 | 878,807 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $27,067,255 | 878,807 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $18,220,246 | 671,838 | Shares | Defined | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||