Position in TWFG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,452
New position
Shares Held
79
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Parallel Advisors, LLC holds $3,342,958 across 12 Insurance Brokers names. TWFG ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,681 | $1,158,819 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
4,110 | $890,143 | |
| 3 | AON |
Aon plc
|
2,081 | $671,705 | |
| 4 | ERIE |
Erie Indemnity Co
|
856 | $215,121 | |
| 5 | BRO |
Brown & Brown, Inc.
|
3,077 | $200,651 | |
| 6 | WTW |
Willis Towers Watson PLC
|
564 | $163,954 | |
| 7 | CRVL |
Corvel Corp
|
262 | $14,318 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
505 | $11,079 |
All Filings in TWFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,452 | 79 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||