Position in TWFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$551,009
+$184,442 QoQ
Shares Held
22,911
+14.9% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#41
of 81 holders
Holding Since
Sep 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, 2026BLALOCK WILLIAMS, LLC holds $551,009 across 1 Insurance Brokers name. TWFG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWFG |
TWFG, Inc.
This page
|
22,911 | $551,009 |
All Filings in TWFG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,009 | 22,911 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $366,567 | 19,933 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $343,571 | 11,942 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $263,396 | 9,599 | Shares | Defined | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||