Position in TWFG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,254,302
+$1,010,918 QoQ
Shares Held
93,734
+38.6% QoQ
Ownership
0.173%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 81 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 89%
Shared 4%
None 7%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $1,521,124,822 across 14 Insurance Brokers names. TWFG ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,240,634 | $411,505,890 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,022,672 | $337,118,740 | |
| 3 | WTW |
Willis Towers Watson PLC
|
1,005,711 | $262,862,682 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
826,025 | $189,630,556 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,660,686 | $106,533,005 | |
| 6 | CRVL |
Corvel Corp
|
1,136,109 | $71,029,532 | |
| 7 | ERIE |
Erie Indemnity Co
|
260,197 | $62,382,229 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
1,346,168 | $35,781,143 |
All Filings in TWFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,254,302 | 93,734 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,243,384 | 67,612 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||