Position in TWFG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,347
+$3,141 QoQ
Shares Held
555
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
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, 2026US BANCORP \DE\ holds $57,620,764 across 11 Insurance Brokers names. TWFG ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
134,631 | $22,438,946 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
70,413 | $16,164,711 | |
| 3 | AON |
Aon plc
|
24,329 | $8,069,685 | |
| 4 | BRO |
Brown & Brown, Inc.
|
82,113 | $5,267,546 | |
| 5 | WTW |
Willis Towers Watson PLC
|
11,922 | $3,116,052 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
45,742 | $1,727,217 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
6,121 | $296,868 | |
| 8 | ERIE |
Erie Indemnity Co
|
1,209 | $289,856 |
All Filings in TWFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,347 | 555 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $10,206 | 555 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $36,163 | 1,257 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $36,193 | 1,319 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $54,250 | 1,550 | Shares | Defined | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||