Position in TWFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,804,983
+$18,621,083 QoQ
Shares Held
781,912
+7719.1% QoQ
Ownership
1.45%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 82 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $1,032,932,809 across 11 Insurance Brokers names. TWFG ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
2,219,141 | $509,448,192 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,485,628 | $247,609,613 | |
| 3 | AON |
Aon plc
|
389,485 | $129,188,274 | |
| 4 | WTW |
Willis Towers Watson PLC
|
447,049 | $116,845,194 | |
| 5 | TWFG |
TWFG, Inc.
This page
|
781,912 | $18,804,983 | |
| 6 | BRO |
Brown & Brown, Inc.
|
123,853 | $7,945,166 | |
| 7 | ERIE |
Erie Indemnity Co
|
8,741 | $2,095,652 | |
| 8 | CRVL |
Corvel Corp
|
9,698 | $606,317 |
All Filings in TWFG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,804,983 | 781,912 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $18,804,983 | 781,912 | Shares | Sole | 2026-07-28 | |
| 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. | ||||||