Position in TWFG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$995,100
-$233,263 QoQ
Shares Held
54,111
+26.7% QoQ
Ownership
0.100%
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 66%
Shared 0%
None 34%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $2,307,813,148 across 16 Insurance Brokers names. TWFG ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,939,614 | $856,776,044 | |
| 2 | AON |
Aon plc
|
1,582,680 | $510,857,447 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,854,488 | $401,645,007 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,623,179 | $236,267,500 | |
| 5 | WTW |
Willis Towers Watson PLC
|
474,881 | $138,047,904 | |
| 6 | ERIE |
Erie Indemnity Co
|
479,782 | $120,574,013 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
848,407 | $18,614,047 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
329,333 | $14,049,344 |
All Filings in TWFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $995,100 | 54,111 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $1,228,363 | 42,696 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $828,137 | 30,180 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $1,771,630 | 50,618 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $404,055 | 13,072 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $118,087 | 3,834 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $348,030 | 12,833 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||