Position in TWFG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$14,583
-$8,231 QoQ
Shares Held
793
0.0% QoQ
Ownership
0.001%
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 100%
Shared 0%
None 0%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026PNC FINANCIAL SERVICES GROUP, INC. holds $1,409,552,063 across 17 Insurance Brokers names. TWFG ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ERIE |
Erie Indemnity Co
|
4,909,034 | $1,233,689,333 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
643,360 | $111,590,788 | |
| 3 | AON |
Aon plc
|
90,965 | $29,361,679 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
119,356 | $25,850,120 | |
| 5 | WTW |
Willis Towers Watson PLC
|
16,338 | $4,749,454 | |
| 6 | BRO |
Brown & Brown, Inc.
|
55,734 | $3,634,410 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
8,919 | $195,681 | |
| 8 | NP |
Neptune Insurance Holdings Inc.
|
7,440 | $179,971 |
All Filings in TWFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||