Position in TWFG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$183,900
-$103,800 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 94.11.ToString("F0")%
Shared 0.ToString("F0")%
None 5.89.ToString("F0")%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $976,361,788 across 11 Insurance Brokers names. TWFG ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
1,954,100 | $423,218,973 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,537,940 | $266,755,689 | |
| 3 | WTW |
Willis Towers Watson PLC
|
407,859 | $118,564,609 | |
| 4 | AON |
Aon plc
|
361,315 | $116,625,250 | |
| 5 | ERIE |
Erie Indemnity Co
|
167,302 | $42,044,664 | |
| 6 | BRO |
Brown & Brown, Inc.
|
126,328 | $8,237,845 | |
| 7 | CRVL |
Corvel Corp
|
9,487 | $518,463 | |
| 8 | TWFG |
TWFG, Inc.
This page
|
10,000 | $183,900 |
All Filings in TWFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $183,900 | 10,000 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $287,700 | 10,000 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $274,400 | 10,000 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $350,000 | 10,000 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $309,100 | 10,000 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $308,000 | 10,000 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $271,200 | 10,000 | Shares | Defined | 2024-11-27 | |
| No filing history on record for this holder in this stock. | ||||||