Position in TWFG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$738,007
-$1,035,978 QoQ
Shares Held
40,131
-34.9% QoQ
Ownership
0.074%
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 94%
Shared 2%
None 3%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026NORTHERN TRUST CORP holds $2,591,631,054 across 17 Insurance Brokers names. TWFG ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,965,079 | $861,192,948 | |
| 2 | AON |
Aon plc
|
2,082,105 | $672,061,847 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
2,229,829 | $482,936,360 | |
| 4 | WTW |
Willis Towers Watson PLC
|
1,098,885 | $319,445,866 | |
| 5 | BRO |
Brown & Brown, Inc.
|
2,448,762 | $159,683,765 | |
| 6 | ERIE |
Erie Indemnity Co
|
177,736 | $44,666,832 | |
| 7 | CRVL |
Corvel Corp
|
379,596 | $20,744,918 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
751,326 | $16,484,090 |
All Filings in TWFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $738,007 | 40,131 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,773,985 | 61,661 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,477,698 | 53,852 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,792,140 | 51,204 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $994,127 | 32,162 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $765,226 | 24,845 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $710,815 | 26,210 | Shares | Defined | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||