Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$842,004
+$320,539 QoQ
Shares Held
45,786
+207.3% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026XTX Topco Ltd holds $27,228,303 across 14 Insurance Brokers names. TWFG ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
36,074 | $7,812,906 | |
| 2 | BRO |
Brown & Brown, Inc.
|
71,980 | $4,693,815 | |
| 3 | ARX |
Accelerant Holdings
|
237,669 | $3,175,257 | |
| 4 | GSHD |
Goosehead Insurance, Inc.
|
66,670 | $2,844,142 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
122,105 | $2,678,983 | |
| 6 | CRVL |
Corvel Corp
|
45,996 | $2,513,681 | |
| 7 | WTW |
Willis Towers Watson PLC
|
3,963 | $1,152,044 | |
| 8 | TWFG |
TWFG, Inc.
This page
|
45,786 | $842,004 |
All Filings in TWFG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||