Position in TWFG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$250,841
+$61,847 QoQ
Shares Held
10,430
+1.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 81 holders
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 Jun 30, 2026AMERICAN CENTURY COMPANIES INC holds $894,587,709 across 10 Insurance Brokers names. TWFG ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,877,741 | $646,303,092 | |
| 2 | WTW |
Willis Towers Watson PLC
|
670,954 | $175,367,246 | |
| 3 | ARX |
Accelerant Holdings
|
3,877,619 | $45,445,694 | |
| 4 | ERIE |
Erie Indemnity Co
|
40,636 | $9,742,481 | |
| 5 | AON |
Aon plc
|
26,798 | $8,888,628 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
|
17,515 | $4,020,918 | |
| 7 | CRD-A |
Crawford & Co
|
194,428 | $2,152,136 | |
| 8 | CRVL |
Corvel Corp
|
33,444 | $2,090,918 |
All Filings in TWFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,841 | 10,430 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||