Ascent Group, LLC

Position in TWFG — TWFG, Inc.

CIK 1913231 VIRGINIA BEACH, VA

Position in TWFG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,207,988

+$261,884 QoQ

Shares Held

174,442

+70.4% QoQ

Ownership

0.322%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Ascent Group, LLC holds $9,500,911 across 4 Insurance Brokers names. TWFG ranks #1 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TWFG	TWFG, Inc. This page	174,442	$3,207,988
2	MRSH	Marsh & Mclennan Companies, Inc.	15,302	$2,654,130
3	AON	Aon plc	6,563	$2,118,403
4	AJG	Arthur J. Gallagher & Co.	7,020	$1,520,390

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.