Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,341,274
+$551,941 QoQ
Shares Held
72,935
+165.8% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Qube Research & Technologies Ltd holds $29,288,524 across 5 Insurance Brokers names. TWFG ranks #4 (4.6% of the industry book) .
All Filings in TWFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||