Position in TWFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,565
+$4,304 QoQ
Shares Held
273
+122.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 81 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $436,312,094 across 17 Insurance Brokers names. TWFG ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
375,514 | $124,554,238 | |
| 2 | BRO |
Brown & Brown, Inc.
|
1,795,003 | $115,149,442 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
424,430 | $97,436,394 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
488,649 | $81,443,128 | |
| 5 | WTW |
Willis Towers Watson PLC
|
46,656 | $12,194,477 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
53,696 | $2,604,256 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
27,469 | $1,037,229 | |
| 8 | NP |
Neptune Insurance Holdings Inc.
|
21,737 | $684,715 |
All Filings in TWFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,565 | 273 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,261 | 123 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,877 | 100 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||