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 Mar 31, 2026QUADRANT CAPITAL GROUP LLC holds $6,057,600 across 10 Insurance Brokers names. TWFG ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
13,908 | $2,412,342 | |
| 2 | AON |
Aon plc
|
4,705 | $1,518,679 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
4,018 | $870,218 | |
| 4 | WTW |
Willis Towers Watson PLC
|
1,450 | $421,515 | |
| 5 | GSHD |
Goosehead Insurance, Inc.
|
8,088 | $345,034 | |
| 6 | BRO |
Brown & Brown, Inc.
|
3,544 | $231,104 | |
| 7 | ERIE |
Erie Indemnity Co
|
702 | $176,419 | |
| 8 | TWFG |
TWFG, Inc.
This page
|
2,357 | $43,345 |
All Filings in TWFG
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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. | ||||||