Position in TWFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,202
+$283 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
of 81 holders
Holding Since
Jun 2025
4 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, 2026OSAIC HOLDINGS, INC. holds $33,964,326 across 18 Insurance Brokers names. TWFG ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
59,245 | $9,874,362 | |
| 2 | AON |
Aon plc
|
22,547 | $7,478,613 | |
| 3 | BRO |
Brown & Brown, Inc.
|
86,823 | $5,569,693 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
21,922 | $5,032,631 | |
| 5 | TREE |
LendingTree, Inc.
|
81,770 | $3,621,592 | |
| 6 | WTW |
Willis Towers Watson PLC
|
3,674 | $960,272 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
19,179 | $724,197 | |
| 8 | ERIE |
Erie Indemnity Co
|
1,891 | $453,367 |
All Filings in TWFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,202 | 50 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $919 | 50 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $686 | 25 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $875 | 25 | Shares | Defined | 2025-09-04 | |
| No filing history on record for this holder in this stock. | ||||||