Position in TWFG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,899
+$447 QoQ
Shares Held
79
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 81 holders
Holding Since
Mar 2026
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, 2026Parallel Advisors, LLC holds $3,493,934 across 14 Insurance Brokers names. TWFG ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
4,238 | $972,917 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
5,801 | $966,852 | |
| 3 | AON |
Aon plc
|
1,797 | $596,046 | |
| 4 | ERIE |
Erie Indemnity Co
|
1,355 | $324,861 | |
| 5 | BRO |
Brown & Brown, Inc.
|
4,450 | $285,467 | |
| 6 | WTW |
Willis Towers Watson PLC
|
659 | $172,242 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
3,046 | $115,016 | |
| 8 | CRVL |
Corvel Corp
|
295 | $18,443 |
All Filings in TWFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,899 | 79 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,452 | 79 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||