Position in TWFG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$9,104,741
-$5,139,055 QoQ
Shares Held
495,092
0.0% QoQ
Ownership
0.914%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Nuveen, LLC holds $1,306,484,593 across 14 Insurance Brokers names. TWFG ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,167,487 | $722,850,618 | |
| 2 | AON |
Aon plc
|
851,081 | $274,711,924 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
715,125 | $154,881,771 | |
| 4 | WTW |
Willis Towers Watson PLC
|
269,654 | $78,388,417 | |
| 5 | BRO |
Brown & Brown, Inc.
|
607,781 | $39,633,397 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
432,761 | $10,468,488 | |
| 7 | TWFG |
TWFG, Inc.
This page
|
495,092 | $9,104,741 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
270,804 | $5,941,438 |
All Filings in TWFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,104,741 | 495,092 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $14,243,796 | 495,092 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $13,585,324 | 495,092 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $17,492,020 | 499,772 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $15,501,086 | 501,491 | Shares | Defined | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||