Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$913,964
+$141,548 QoQ
Shares Held
49,699
+85.1% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Schonfeld Strategic Advisors LLC holds $61,722,919 across 9 Insurance Brokers names. TWFG ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
114,003 | $36,797,888 | |
| 2 | WTW |
Willis Towers Watson PLC
|
35,473 | $10,312,001 | |
| 3 | LIFE |
Ethos Technologies Inc.
|
400,593 | $4,474,623 | |
| 4 | ERIE |
Erie Indemnity Co
|
13,177 | $3,311,511 | |
| 5 | NP |
Neptune Insurance Holdings Inc.
|
100,345 | $2,427,345 | |
| 6 | ARX |
Accelerant Holdings
|
113,795 | $1,520,301 | |
| 7 | CRVL |
Corvel Corp
|
20,557 | $1,123,440 | |
| 8 | TWFG |
TWFG, Inc.
This page
|
49,699 | $913,964 |
All Filings in TWFG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $913,964 | 49,699 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $772,416 | 26,848 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $382,403 | 13,936 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $453,810 | 12,966 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $251,761 | 8,145 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||