Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,325,900
-$3,299,941 QoQ
Shares Held
72,099
-55.2% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026BRASADA CAPITAL MANAGEMENT, LP holds $1,325,900 across 1 Insurance Brokers name. TWFG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWFG |
TWFG, Inc.
This page
|
72,099 | $1,325,900 |
All Filings in TWFG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,325,900 | 72,099 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,625,841 | 160,787 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,648,775 | 169,416 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||