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Equibles

VANGUARD CAPITAL MANAGEMENT LLC

Position in TWFG — TWFG, Inc.

CIK 2100119 MALVERN, PA
Back to TWFG Full portfolio

Position in TWFG

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$11,766,318
+$1,274,143 QoQ
Shares Held
489,244
-14.2% QoQ
Ownership
0.905%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 81 holders
Holding Since
Mar 2026
2 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, 2026

VANGUARD CAPITAL MANAGEMENT LLC holds $17,362,591,657 across 18 Insurance Brokers names. TWFG ranks #14 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
 31,472,575 $5,245,534,075
2 AON
Aon plc
 13,603,465 $4,512,133,305
3 AJG
Arthur J. Gallagher & Co.
 16,777,183 $3,851,537,901
4 WTW
Willis Towers Watson PLC
 6,174,220 $1,613,755,881
5 BRO
Brown & Brown, Inc.
 18,941,212 $1,215,078,749
6 ERIE
Erie Indemnity Co
 1,635,926 $392,213,258
7 RYAN
Ryan Specialty Holdings, Inc.
 5,218,054 $197,033,719
8 BWIN
Baldwin Insurance Group, Inc.
 3,166,381 $84,162,406

All Filings in TWFG

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,766,318 489,244
2026-03-31 $10,492,175 570,537