Position in TWFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,621,907
+$779,903 QoQ
Shares Held
67,439
+47.3% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#29
of 82 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026XTX Topco Ltd holds $10,236,723 across 9 Insurance Brokers names. TWFG ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARX |
Accelerant Holdings
|
322,417 | $3,778,727 | |
| 2 | CRVL |
Corvel Corp
|
39,759 | $2,485,732 | |
| 3 | TWFG |
TWFG, Inc.
This page
|
67,439 | $1,621,907 | |
| 4 | GSHD |
Goosehead Insurance, Inc.
|
15,353 | $744,620 | |
| 5 | ERIE |
Erie Indemnity Co
|
2,171 | $520,497 | |
| 6 | SLQT |
SelectQuote, Inc.
|
519,699 | $437,066 | |
| 7 | LIFE |
Ethos Technologies Inc.
|
22,685 | $411,505 | |
| 8 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,214 | $202,337 |
All Filings in TWFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,621,907 | 67,439 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $842,004 | 45,786 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $521,465 | 14,899 | Shares | Defined | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||