Position in TWFG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,394
-$240,211 QoQ
Shares Held
58
-99.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 81 holders
Holding Since
Dec 2024
4 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, 2026JPMORGAN CHASE & CO holds $8,555,114,652 across 18 Insurance Brokers names. TWFG ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
12,175,974 | $4,038,648,808 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
14,356,764 | $3,295,882,303 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,730,329 | $788,403,924 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,097,240 | $198,687,942 | |
| 5 | WTW |
Willis Towers Watson PLC
|
322,804 | $84,371,275 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
1,155,677 | $43,638,361 | |
| 7 | NP |
Neptune Insurance Holdings Inc.
|
1,348,503 | $42,477,844 | |
| 8 | ARX |
Accelerant Holdings
|
2,176,807 | $25,512,176 |
All Filings in TWFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,394 | 58 | Shares | Defined | 2026-08-12 | |
| 2025-06-30 | $241,605 | 6,903 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $846,872 | 27,398 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $410,102 | 13,315 | Shares | Defined | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||