Position in TWFG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$16,477
-$9,300 QoQ
Shares Held
896
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026FIFTH THIRD BANCORP holds $106,429,723 across 11 Insurance Brokers names. TWFG ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
218,950 | $47,420,191 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
223,674 | $38,796,255 | |
| 3 | AON |
Aon plc
|
26,074 | $8,416,165 | |
| 4 | BRO |
Brown & Brown, Inc.
|
65,788 | $4,290,035 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
79,193 | $1,737,494 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
63,302 | $1,531,275 | |
| 7 | WTW |
Willis Towers Watson PLC
|
4,845 | $1,408,441 | |
| 8 | ERIE |
Erie Indemnity Co
|
4,967 | $1,248,256 |
All Filings in TWFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,477 | 896 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $25,777 | 896 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $12,128 | 442 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $15,015 | 429 | Shares | Defined | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||