Position in TWFG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$21,548
+$5,071 QoQ
Shares Held
896
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 81 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026FIFTH THIRD BANCORP holds $105,660,295 across 13 Insurance Brokers names. TWFG ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
212,739 | $48,838,492 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
187,105 | $31,184,790 | |
| 3 | AON |
Aon plc
|
27,411 | $9,091,954 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
185,553 | $4,931,998 | |
| 5 | BRO |
Brown & Brown, Inc.
|
60,948 | $3,909,814 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
63,450 | $1,998,675 | |
| 7 | ERIE |
Erie Indemnity Co
|
6,207 | $1,488,128 | |
| 8 | WTW |
Willis Towers Watson PLC
|
5,527 | $1,444,591 |
All Filings in TWFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,548 | 896 | Shares | Defined | 2026-08-05 | |
| 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. | ||||||