Lighthouse Investment Partners, LLC
Position in TWFG — TWFG, Inc.
CIK 1600344
Palm Beach Gardens, FL
Position in TWFG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,101,726
-$788,064 QoQ
Shares Held
59,909
+11.0% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026Lighthouse Investment Partners, LLC holds $52,660,959 across 7 Insurance Brokers names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
104,357 | $23,957,236 | |
| 2 | BRO |
Brown & Brown, Inc.
|
236,186 | $15,151,331 | |
| 3 | ARX |
Accelerant Holdings
|
488,152 | $5,721,141 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
171,922 | $4,569,686 | |
| 5 | GSHD |
Goosehead Insurance, Inc.
|
37,329 | $1,810,456 | |
| 6 | LIFE |
Ethos Technologies Inc.
|
66,789 | $1,211,552 | |
| 7 | NP |
Neptune Insurance Holdings Inc.
|
7,605 | $239,557 |
All Filings in TWFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,101,726 | 59,909 | Shares | Defined | 2026-05-14 | |
| 2025-06-30 | $1,889,790 | 53,994 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,985,998 | 96,603 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,904,054 | 126,755 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,633,424 | 170,849 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||