Position in TWFG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$47,739
+$15,373 QoQ
Shares Held
1,985
+12.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 81 holders
Holding Since
Sep 2025
4 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, 2026Russell Investments Group, Ltd. holds $369,697,369 across 17 Insurance Brokers names. TWFG ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
388,097 | $128,727,885 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
499,555 | $83,260,827 | |
| 3 | WTW |
Willis Towers Watson PLC
|
236,371 | $61,780,281 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
241,888 | $55,530,223 | |
| 5 | BRO |
Brown & Brown, Inc.
|
223,401 | $14,331,170 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
289,670 | $10,937,938 | |
| 7 | ERIE |
Erie Indemnity Co
|
19,997 | $4,794,277 | |
| 8 | CRVL |
Corvel Corp
|
73,553 | $4,598,532 |
All Filings in TWFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,739 | 1,985 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $32,366 | 1,760 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $40,882 | 1,421 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $141,808 | 5,168 | Shares | Other | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||