Aquatic Capital Management LLC

Position in TWFG — TWFG, Inc.

CIK 1803916 CHICAGO, IL

Position in TWFG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$244,564

-$53,997 QoQ

Shares Held

10,169

-37.4% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#55

of 82 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aquatic Capital Management LLC holds $3,862,061 across 5 Insurance Brokers names. TWFG ranks #5 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NP	Neptune Insurance Holdings Inc.	46,819	$1,474,798
2	MRSH	Marsh & Mclennan Companies, Inc.	8,277	$1,379,527
3	CRVL	Corvel Corp	6,277	$392,438
4	GSHD	Goosehead Insurance, Inc.	7,644	$370,734
5	TWFG	TWFG, Inc. This page	10,169	$244,564

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$244,564	10,169	-37.4%	Shares	Sole	2026-08-14
2026-03-31	$298,561	16,235	+968.1%	Shares	Sole	2026-05-15
2025-12-31	$43,730	1,520	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.