INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Position in TWFG — TWFG, Inc.

CIK 1818604 ORLANDO, FL

Position in TWFG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$3,150

+$1,311 QoQ

Shares Held

131

+31.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 5 holders

Holding Since

Dec 2025

3 quarters on record

Financial Services · as of Jun 30, 2026

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC holds $386,759 across 4 Insurance Brokers names. TWFG ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	1,492	$248,671
2	AJG	Arthur J. Gallagher & Co.	573	$131,543
3	GSHD	Goosehead Insurance, Inc.	70	$3,395
4	TWFG	TWFG, Inc. This page	131	$3,150

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,150	131	+31.0%	Shares	Sole	2026-07-22
2026-03-31	$1,839	100	0.0%	Shares	Sole	2026-05-01
2025-12-31	$2,877	100	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.