Position in TWFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,484,558
+$570,594 QoQ
Shares Held
61,728
+24.2% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#31
of 82 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Schonfeld Strategic Advisors LLC holds $62,004,796 across 13 Insurance Brokers names. TWFG ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
118,845 | $27,283,246 | |
| 2 | AON |
Aon plc
|
33,796 | $11,209,795 | |
| 3 | NP |
Neptune Insurance Holdings Inc.
|
267,976 | $8,441,244 | |
| 4 | WTW |
Willis Towers Watson PLC
|
22,923 | $5,991,384 | |
| 5 | ERIE |
Erie Indemnity Co
|
19,169 | $4,595,767 | |
| 6 | TWFG |
TWFG, Inc.
This page
|
61,728 | $1,484,558 | |
| 7 | LIFE |
Ethos Technologies Inc.
|
45,332 | $822,322 | |
| 8 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,384 | $730,681 |
All Filings in TWFG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,484,558 | 61,728 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||