Position in TWFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$273,544
-$159,963 QoQ
Shares Held
11,374
-51.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 82 holders
Holding Since
Mar 2026
2 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, 2026Jump Financial, LLC holds $4,171,553 across 6 Insurance Brokers names. TWFG ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GSHD |
Goosehead Insurance, Inc.
|
26,621 | $1,291,118 | |
| 2 | ERIE |
Erie Indemnity Co
|
4,600 | $1,102,850 | |
| 3 | RYAN |
Ryan Specialty Holdings, Inc.
|
21,059 | $795,186 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
1,916 | $439,855 | |
| 5 | TWFG |
TWFG, Inc.
This page
|
11,374 | $273,544 | |
| 6 | AON |
Aon plc
|
811 | $269,000 |
All Filings in TWFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,544 | 11,374 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $433,507 | 23,573 | Shares | Defined | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||