Skip to main content
Equibles

BANK OF AMERICA CORP /DE/

Bank

Position in TWFG — TWFG, Inc.

CIK 70858 CHARLOTTE, NC
Back to TWFG Full portfolio

Position in TWFG

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,033,906
+$1,038,806 QoQ
Shares Held
84,570
+56.3% QoQ
Ownership
0.156%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 81 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 77% Shared 0% None 23%

Common Shares in TWFG Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

BANK OF AMERICA CORP /DE/ holds $2,063,768,750 across 18 Insurance Brokers names. TWFG ranks #14 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
 3,455,003 $575,845,344
2 AON
Aon plc
 1,624,970 $538,986,295
3 AJG
Arthur J. Gallagher & Co.
 1,540,997 $353,766,679
4 BRO
Brown & Brown, Inc.
 3,554,971 $228,051,387
5 ERIE
Erie Indemnity Co
 526,267 $126,172,512
6 WTW
Willis Towers Watson PLC
 453,976 $118,655,705
7 RYAN
Ryan Specialty Holdings, Inc.
 969,101 $36,593,251
8 BWIN
Baldwin Insurance Group, Inc.
 1,184,085 $31,472,976

All Filings in TWFG

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,033,906 84,570
2026-03-31 $995,100 54,111
2025-12-31 $1,228,363 42,696
2025-09-30 $828,137 30,180
2025-06-30 $1,771,630 50,618
2025-03-31 $404,055 13,072
2024-12-31 $118,087 3,834
2024-09-30 $348,030 12,833