Position in TWFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$254,040
+$56,808 QoQ
Shares Held
10,563
-1.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 81 holders
Holding Since
Dec 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 Jun 30, 2026BARCLAYS PLC holds $559,390,668 across 20 Insurance Brokers names. TWFG ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
982,810 | $163,804,940 | |
| 2 | AON |
Aon plc
|
394,135 | $130,730,637 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
492,767 | $113,124,518 | |
| 4 | WTW |
Willis Towers Watson PLC
|
232,524 | $60,774,796 | |
| 5 | BRO |
Brown & Brown, Inc.
|
770,928 | $49,455,029 | |
| 6 | ERIE |
Erie Indemnity Co
|
143,828 | $34,482,761 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
53,810 | $2,031,864 | |
| 8 | CRD-A |
Crawford & Co
|
127,547 | $1,437,448 |
All Filings in TWFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,040 | 10,563 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||