Position in TWFG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$229,378
-$134,274 QoQ
Shares Held
12,473
-1.3% QoQ
Ownership
0.023%
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 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, 2026SEI INVESTMENTS CO holds $393,281,105 across 16 Insurance Brokers names. TWFG ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
451,925 | $145,872,350 | |
| 2 | WTW |
Willis Towers Watson PLC
|
265,556 | $77,197,128 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
289,267 | $62,649,446 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
334,007 | $57,933,513 | |
| 5 | BRO |
Brown & Brown, Inc.
|
376,761 | $24,568,584 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
456,174 | $10,008,457 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
163,452 | $6,972,861 | |
| 8 | CRVL |
Corvel Corp
|
66,574 | $3,638,268 |
All Filings in TWFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $229,378 | 12,473 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $363,652 | 12,640 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $328,456 | 11,970 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $325,850 | 9,310 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $252,009 | 8,153 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $405,235 | 13,157 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $228,079 | 8,410 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||