Position in TWFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$26,911
-$2,755,145 QoQ
Shares Held
1,119
-99.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 81 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026FMR LLC holds $8,048,234,067 across 18 Insurance Brokers names. TWFG ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
18,645,620 | $4,280,474,980 | |
| 2 | BRO |
Brown & Brown, Inc.
|
18,405,749 | $1,180,728,797 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,954,123 | $1,159,043,678 | |
| 4 | WTW |
Willis Towers Watson PLC
|
2,215,896 | $579,168,735 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
14,752,216 | $392,113,900 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
5,130,211 | $193,716,767 | |
| 7 | AON |
Aon plc
|
551,367 | $182,882,917 | |
| 8 | ARX |
Accelerant Holdings
|
5,628,679 | $65,968,117 |
All Filings in TWFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,911 | 1,119 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||