Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$197,232
+$197,204 QoQ
Shares Held
10,725
+1072400.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026BARCLAYS PLC holds $926,668,528 across 17 Insurance Brokers names. TWFG ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
3,679,770 | $239,957,799 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,375,355 | $238,555,324 | |
| 3 | AON |
Aon plc
|
600,554 | $193,846,819 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
634,333 | $137,383,838 | |
| 5 | WTW |
Willis Towers Watson PLC
|
283,389 | $82,381,180 | |
| 6 | ERIE |
Erie Indemnity Co
|
122,949 | $30,898,311 | |
| 7 | CRD-A |
Crawford & Co
|
128,700 | $1,283,137 | |
| 8 | ARX |
Accelerant Holdings
|
46,693 | $623,817 |
All Filings in TWFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $197,232 | 10,725 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $28 | 1 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||