Position in TWFG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,482
-$1,401 QoQ
Shares Held
135
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Federation des caisses Desjardins du Quebec holds $81,543,856 across 9 Insurance Brokers names. TWFG ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
184,027 | $39,856,565 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
159,453 | $27,657,120 | |
| 3 | AON |
Aon plc
|
22,989 | $7,420,388 | |
| 4 | WTW |
Willis Towers Watson PLC
|
18,306 | $5,321,553 | |
| 5 | BRO |
Brown & Brown, Inc.
|
13,290 | $866,640 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,617 | $406,368 | |
| 7 | ARX |
Accelerant Holdings
|
750 | $10,020 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
124 | $2,720 |
All Filings in TWFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,482 | 135 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,883 | 135 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $3,704 | 135 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||