Position in TWFG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$71,548
New position
Shares Held
2,975
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 83 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $10,064,233 across 14 Insurance Brokers names. TWFG ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
16,633 | $5,516,999 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
12,611 | $2,101,875 | |
| 3 | BRO |
Brown & Brown, Inc.
|
12,878 | $826,123 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
3,498 | $803,035 | |
| 5 | CRVL |
Corvel Corp
|
5,314 | $332,231 | |
| 6 | WTW |
Willis Towers Watson PLC
|
912 | $238,369 | |
| 7 | ERIE |
Erie Indemnity Co
|
324 | $77,679 | |
| 8 | TWFG |
TWFG, Inc.
This page
|
2,975 | $71,548 |
All Filings in TWFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,548 | 2,975 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||