Position in TWFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,083,789
+$339,748 QoQ
Shares Held
45,064
+11.4% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 81 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026PRICE T ROWE ASSOCIATES INC /MD/ holds $3,935,572,374 across 16 Insurance Brokers names. TWFG ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
13,438,662 | $2,239,821,795 | |
| 2 | AON |
Aon plc
|
3,136,640 | $1,040,392,120 | |
| 3 | WTW |
Willis Towers Watson PLC
|
1,721,323 | $449,902,192 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
632,135 | $145,119,231 | |
| 5 | BRO |
Brown & Brown, Inc.
|
543,172 | $34,844,483 | |
| 6 | ERIE |
Erie Indemnity Co
|
38,159 | $9,148,620 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
113,576 | $4,288,629 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
125,590 | $3,338,182 |
All Filings in TWFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,083,789 | 45,064 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $744,041 | 40,459 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $949,927 | 33,018 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $856,621 | 31,218 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $981,645 | 28,047 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $878,987 | 28,437 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,247,368 | 40,499 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $25,360,643 | 935,127 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||