Position in TWFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,646,222
+$304,948 QoQ
Shares Held
68,450
-6.1% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 82 holders
Holding Since
Sep 2024
8 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, 2026Qube Research & Technologies Ltd holds $15,194,417 across 7 Insurance Brokers names. TWFG ranks #5 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRVL |
Corvel Corp
|
79,342 | $4,960,461 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
19,501 | $3,250,231 | |
| 3 | ARX |
Accelerant Holdings
|
239,317 | $2,804,795 | |
| 4 | SLQT |
SelectQuote, Inc.
|
2,148,653 | $1,807,017 | |
| 5 | TWFG |
TWFG, Inc.
This page
|
68,450 | $1,646,222 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
20,483 | $645,214 | |
| 7 | EHTH |
eHealth, Inc.
|
54,012 | $80,477 |
All Filings in TWFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,646,222 | 68,450 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,341,274 | 72,935 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $789,333 | 27,436 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,445,895 | 52,693 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,761,850 | 78,910 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,436,171 | 78,815 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,854,112 | 92,666 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,110,997 | 40,966 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||