Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,206
-$25,957 QoQ
Shares Held
555
-55.8% QoQ
Ownership
0.001%
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, 2026US BANCORP \DE\ holds $56,990,270 across 11 Insurance Brokers names. TWFG ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
136,261 | $23,634,469 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
72,485 | $15,698,799 | |
| 3 | AON |
Aon plc
|
24,891 | $8,034,315 | |
| 4 | BRO |
Brown & Brown, Inc.
|
85,656 | $5,585,626 | |
| 5 | WTW |
Willis Towers Watson PLC
|
11,686 | $3,397,119 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
6,860 | $292,647 | |
| 7 | ERIE |
Erie Indemnity Co
|
655 | $164,606 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
5,029 | $110,335 |
All Filings in TWFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||