Position in TWFG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$32,366
-$8,516 QoQ
Shares Held
1,760
+23.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Russell Investments Group, Ltd. holds $292,875,618 across 14 Insurance Brokers names. TWFG ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
262,916 | $84,864,020 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
450,043 | $78,059,951 | |
| 3 | WTW |
Willis Towers Watson PLC
|
205,262 | $59,669,658 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
217,969 | $47,207,722 | |
| 5 | BRO |
Brown & Brown, Inc.
|
193,733 | $12,633,323 | |
| 6 | ERIE |
Erie Indemnity Co
|
19,453 | $4,888,727 | |
| 7 | CRVL |
Corvel Corp
|
58,792 | $3,212,981 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
59,269 | $1,300,359 |
All Filings in TWFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||