Position in TWFG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,511,381
+$190,494 QoQ
Shares Held
82,185
+79.0% QoQ
Ownership
0.152%
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 Mar 31, 2026UBS Group AG holds $1,618,633,693 across 19 Insurance Brokers names. TWFG ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,721,091 | $818,873,230 | |
| 2 | AON |
Aon plc
|
903,928 | $291,769,877 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
989,174 | $214,235,304 | |
| 4 | BRO |
Brown & Brown, Inc.
|
1,855,365 | $120,988,349 | |
| 5 | WTW |
Willis Towers Watson PLC
|
281,850 | $81,933,793 | |
| 6 | ERIE |
Erie Indemnity Co
|
139,160 | $34,972,297 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1,266,825 | $27,794,140 | |
| 8 | ARX |
Accelerant Holdings
|
685,647 | $9,160,243 |
All Filings in TWFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,511,381 | 82,185 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,320,887 | 45,912 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,266,959 | 46,172 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,033,025 | 29,515 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,652,820 | 118,176 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,974,692 | 161,516 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $18,549 | 684 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||