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
0.916%
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%
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, 2026Nuveen, LLC holds $1,197,884,896 across 14 Insurance Brokers names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,451,900 | $575,328,171 | |
| 2 | AON |
Aon plc
|
878,682 | $291,450,031 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
725,837 | $166,630,399 | |
| 4 | WTW |
Willis Towers Watson PLC
|
266,564 | $69,671,831 | |
| 5 | BRO |
Brown & Brown, Inc.
|
583,205 | $37,412,598 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
573,005 | $18,049,657 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
392,561 | $10,434,270 | |
| 8 | RYAN |
Ryan Specialty Holdings, Inc.
|
266,868 | $10,076,934 |
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. | ||||||