Position in TWFG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$43,345
-$24,465 QoQ
Shares Held
2,357
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026QUADRANT CAPITAL GROUP LLC holds $7,174,007 across 6 Insurance Brokers names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
30,910 | $1,982,876 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
9,559 | $1,593,198 | |
| 3 | AON |
Aon plc
|
4,766 | $1,580,834 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
4,602 | $1,056,481 | |
| 5 | RYAN |
Ryan Specialty Holdings, Inc.
|
14,642 | $552,881 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,560 | $407,737 |
All Filings in TWFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,345 | 2,357 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $67,810 | 2,357 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||