Position in TWFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,888
+$7,025 QoQ
Shares Held
328
+993.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 82 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Aster Capital Management (DIFC) Ltd holds $3,690,175 across 5 Insurance Brokers names. TWFG ranks #5 (0.2% of the industry book) .
All Filings in TWFG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,888 | 328 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $863 | 30 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,555 | 166 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $125,556 | 4,062 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||