Position in TWFG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$543,884
-$377,504 QoQ
Shares Held
29,575
-7.7% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $514,688,914 across 14 Insurance Brokers names. TWFG ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,228,062 | $213,007,352 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
495,544 | $107,324,917 | |
| 3 | AON |
Aon plc
|
234,621 | $75,730,965 | |
| 4 | BRO |
Brown & Brown, Inc.
|
855,778 | $55,805,282 | |
| 5 | WTW |
Willis Towers Watson PLC
|
157,509 | $45,787,865 | |
| 6 | CRVL |
Corvel Corp
|
231,666 | $12,660,546 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
38,871 | $1,658,236 | |
| 8 | ERIE |
Erie Indemnity Co
|
2,692 | $676,525 |
All Filings in TWFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $543,884 | 29,575 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $921,388 | 32,026 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $813,596 | 29,650 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $17,500 | 500 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||