Position in TWFG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,308
+$2,050 QoQ
Shares Held
96
+966.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 5 holders
Holding Since
Dec 2025
2 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, 2026GAMMA Investing LLC holds $4,267,563 across 12 Insurance Brokers names. TWFG ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
7,921 | $1,320,193 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
4,200 | $964,194 | |
| 3 | AON |
Aon plc
|
1,847 | $612,631 | |
| 4 | WTW |
Willis Towers Watson PLC
|
2,062 | $538,944 | |
| 5 | BRO |
Brown & Brown, Inc.
|
7,763 | $497,996 | |
| 6 | CRVL |
Corvel Corp
|
2,338 | $146,171 | |
| 7 | ERIE |
Erie Indemnity Co
|
505 | $121,073 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
872 | $42,292 |
All Filings in TWFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,308 | 96 | Shares | Defined | 2026-07-07 | |
| 2025-12-31 | $258 | 9 | Shares | Defined | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||