Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$188,994
-$106,675 QoQ
Shares Held
10,277
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 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, 2026AMERICAN CENTURY COMPANIES INC holds $1,012,009,022 across 12 Insurance Brokers names. TWFG ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,234,327 | $734,444,018 | |
| 2 | WTW |
Willis Towers Watson PLC
|
464,366 | $134,991,196 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
280,517 | $60,754,371 | |
| 4 | ARX |
Accelerant Holdings
|
3,188,505 | $42,598,426 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
1,028,729 | $22,570,314 | |
| 6 | AON |
Aon plc
|
26,854 | $8,667,934 | |
| 7 | ERIE |
Erie Indemnity Co
|
19,294 | $4,848,775 | |
| 8 | CRD-A |
Crawford & Co
|
147,521 | $1,470,784 |
All Filings in TWFG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $188,994 | 10,277 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $295,669 | 10,277 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $282,000 | 10,277 | Shares | Defined | 2025-11-12 | |
| 2025-03-31 | $13,009,431 | 420,881 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $17,246,983 | 559,967 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $15,321,308 | 564,945 | Shares | Defined | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||