Position in TWFG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$216
+$161 QoQ
Shares Held
9
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 81 holders
Holding Since
Mar 2026
2 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, 2026Arax Advisory Partners holds $16,424,074 across 15 Insurance Brokers names. TWFG ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
20,140 | $6,680,236 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
30,312 | $5,052,101 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
9,978 | $2,290,649 | |
| 4 | BRO |
Brown & Brown, Inc.
|
19,270 | $1,236,170 | |
| 5 | CRVL |
Corvel Corp
|
5,824 | $364,116 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,169 | $280,267 | |
| 7 | WTW |
Willis Towers Watson PLC
|
717 | $187,402 | |
| 8 | TREE |
LendingTree, Inc.
|
2,732 | $121,000 |
All Filings in TWFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216 | 9 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $55 | 3 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||