Position in TWFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$12,025
-$2,558 QoQ
Shares Held
500
-36.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 81 holders
Holding Since
Sep 2024
8 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 Jun 30, 2026PNC FINANCIAL SERVICES GROUP, INC. holds $1,332,354,703 across 17 Insurance Brokers names. TWFG ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ERIE |
Erie Indemnity Co
|
4,826,778 | $1,157,220,024 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
619,003 | $103,169,226 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
141,214 | $32,418,495 | |
| 4 | AON |
Aon plc
|
92,087 | $30,544,333 | |
| 5 | BRO |
Brown & Brown, Inc.
|
64,601 | $4,144,149 | |
| 6 | WTW |
Willis Towers Watson PLC
|
14,389 | $3,760,850 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
7,635 | $288,296 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
8,851 | $235,257 |
All Filings in TWFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,025 | 500 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $14,583 | 793 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $22,814 | 793 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $21,320 | 777 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $22,645 | 647 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $15,455 | 500 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $15,400 | 500 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $13,560 | 500 | Shares | Defined | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||