Position in TWFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,101,248
+$1,413,849 QoQ
Shares Held
87,370
+133.7% QoQ
Ownership
0.162%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#24
of 82 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Trexquant Investment LP holds $15,021,930 across 5 Insurance Brokers names. TWFG ranks #2 (14.0% of the industry book) .
All Filings in TWFG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,101,248 | 87,370 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $687,399 | 37,379 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $568,033 | 18,377 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||