Americana Partners, LLC

Position in TWFG — TWFG, Inc.

CIK 1797678 Houston, TX

Position in TWFG

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$183,900

New position

Shares Held

10,000

first reported quarter

Ownership

0.018%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Americana Partners, LLC holds $3,500,056 across 4 Insurance Brokers names. TWFG ranks #4 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	7,484	$2,415,685
2	BWIN	Baldwin Insurance Group, Inc.	24,156	$529,982
3	MRSH	Marsh & Mclennan Companies, Inc.	2,136	$370,489
4	TWFG	TWFG, Inc. This page	10,000	$183,900

1 filing row on record

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