Position in TWFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,910
New position
Shares Held
121
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 82 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 100%
None 0%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Quarry LP holds $99,702 across 8 Insurance Brokers names. TWFG ranks #3 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
331 | $75,987 | |
| 2 | ERIE |
Erie Indemnity Co
|
60 | $14,385 | |
| 3 | TWFG |
TWFG, Inc.
This page
|
121 | $2,910 | |
| 4 | AON |
Aon plc
|
7 | $2,321 | |
| 5 | LIFE |
Ethos Technologies Inc.
|
100 | $1,814 | |
| 6 | ARX |
Accelerant Holdings
|
143 | $1,675 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
10 | $485 | |
| 8 | CRVL |
Corvel Corp
|
2 | $125 |
All Filings in TWFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,910 | 121 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||