Position in TWFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$748,338
+$10,331 QoQ
Shares Held
31,116
-22.5% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
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, 2026NORTHERN TRUST CORP holds $2,588,737,796 across 18 Insurance Brokers names. TWFG ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,888,165 | $814,710,455 | |
| 2 | AON |
Aon plc
|
2,040,534 | $676,824,718 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
2,204,733 | $506,140,549 | |
| 4 | WTW |
Willis Towers Watson PLC
|
1,049,080 | $274,198,034 | |
| 5 | BRO |
Brown & Brown, Inc.
|
2,469,722 | $158,432,662 | |
| 6 | ERIE |
Erie Indemnity Co
|
180,016 | $43,158,833 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
918,851 | $34,695,812 | |
| 8 | CRVL |
Corvel Corp
|
410,412 | $25,658,955 |
All Filings in TWFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $748,338 | 31,116 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||