Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,782,056
-$27,861,012 QoQ
Shares Held
151,281
-85.8% QoQ
Ownership
0.279%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 99.78252391245431.ToString("F0")%
Shared 0.ToString("F0")%
None 0.21747608754569314.ToString("F0")%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026FMR LLC holds $7,110,985,466 across 18 Insurance Brokers names. TWFG ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
14,620,963 | $3,166,608,163 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
10,180,705 | $1,765,843,279 | |
| 3 | BRO |
Brown & Brown, Inc.
|
16,050,696 | $1,046,665,885 | |
| 4 | WTW |
Willis Towers Watson PLC
|
2,153,728 | $626,088,728 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
13,954,062 | $306,152,118 | |
| 6 | AON |
Aon plc
|
523,184 | $168,873,329 | |
| 7 | ARX |
Accelerant Holdings
|
1,812,207 | $24,211,084 | |
| 8 | TWFG |
TWFG, Inc.
This page
|
151,281 | $2,782,056 |
All Filings in TWFG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,782,056 | 151,281 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $30,643,068 | 1,065,105 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $29,926,501 | 1,090,616 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $33,882,380 | 968,068 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $27,154,248 | 878,494 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $32,795,100 | 1,064,776 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $34,941,841 | 1,288,416 | Shares | Defined | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||