Americana Partners, LLC

Position in TWFG — TWFG, Inc.

CIK 1797678 Houston, TX

Position in TWFG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$240,500

+$56,600 QoQ

Shares Held

10,000

0.0% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#56

of 81 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Americana Partners, LLC holds $4,366,578 across 4 Insurance Brokers names. TWFG ranks #4 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	8,159	$2,706,258
2	BRO	Brown & Brown, Inc.	12,124	$777,754
3	BWIN	Baldwin Insurance Group, Inc.	24,156	$642,066
4	TWFG	TWFG, Inc. This page	10,000	$240,500

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,500	10,000	0.0%	Shares	Sole	2026-08-05
2026-03-31	$183,900	10,000	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.