Ascent Group, LLC

Position in TWFG — TWFG, Inc.

CIK 1913231 VIRGINIA BEACH, VA

Position in TWFG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$5,106,054

+$1,898,066 QoQ

Shares Held

212,310

+21.7% QoQ

Ownership

0.393%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#15

of 81 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ascent Group, LLC holds $10,944,802 across 5 Insurance Brokers names. TWFG ranks #1 (46.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TWFG	TWFG, Inc. This page	212,310	$5,106,054
2	AON	Aon plc	6,755	$2,240,562
3	AJG	Arthur J. Gallagher & Co.	7,618	$1,748,861
4	MRSH	Marsh & Mclennan Companies, Inc.	9,457	$1,576,195
5	WTW	Willis Towers Watson PLC	1,045	$273,130

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,106,054	212,310	+21.7%	Shares	Other	2026-08-03
2026-03-31	$3,207,988	174,442	+70.4%	Shares	Other	2026-05-15
2025-12-31	$2,946,104	102,402	+13.3%	Shares	Other	2026-01-20
2025-09-30	$2,480,630	90,402	+86.2%	Shares	Sole	2025-10-20
2025-06-30	$1,699,145	48,547	+10.6%	Shares	Sole	2025-07-21
2025-03-31	$1,356,423	43,883	+131.0%	Shares	Other	2025-05-16
2024-12-31	$585,076	18,996	—	Shares	Other	2025-02-21
No filing history on record for this holder in this stock.