Position in TWFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,348,141
+$1,903,014 QoQ
Shares Held
222,376
+18.7% QoQ
Ownership
0.411%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 81 holders
Holding Since
Sep 2024
8 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, 2026BlackRock, Inc. holds $21,646,698,104 across 19 Insurance Brokers names. TWFG ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
39,502,046 | $6,583,805,994 | |
| 2 | AON |
Aon plc
|
15,716,429 | $5,212,982,328 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
19,822,870 | $4,550,736,257 | |
| 4 | WTW |
Willis Towers Watson PLC
|
8,314,002 | $2,173,030,694 | |
| 5 | BRO |
Brown & Brown, Inc.
|
22,113,344 | $1,418,571,008 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,674,602 | $401,485,822 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
10,494,326 | $396,265,744 | |
| 8 | CRVL |
Corvel Corp
|
5,139,406 | $321,315,656 |
All Filings in TWFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,348,141 | 222,376 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,445,127 | 187,337 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,389,685 | 187,337 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,140,527 | 187,337 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,561,380 | 187,468 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,651,552 | 182,839 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,626,111 | 182,666 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,953,900 | 182,666 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||