Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$744,041
-$205,886 QoQ
Shares Held
40,459
+22.5% QoQ
Ownership
0.075%
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 91%
Shared 0%
None 9%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026PRICE T ROWE ASSOCIATES INC /MD/ holds $2,775,395,810 across 14 Insurance Brokers names. TWFG ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
10,976,286 | $1,903,836,806 | |
| 2 | AON |
Aon plc
|
1,280,926 | $413,457,294 | |
| 3 | WTW |
Willis Towers Watson PLC
|
1,010,073 | $293,628,220 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
499,941 | $108,277,221 | |
| 5 | BRO |
Brown & Brown, Inc.
|
572,724 | $37,347,331 | |
| 6 | ERIE |
Erie Indemnity Co
|
37,627 | $9,456,041 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
215,930 | $4,737,503 | |
| 8 | CRVL |
Corvel Corp
|
38,510 | $2,104,571 |
All Filings in TWFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||