Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,261
-$616 QoQ
Shares Held
123
+23.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $387,332,326 across 15 Insurance Brokers names. TWFG ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
723,789 | $125,541,201 | |
| 2 | BRO |
Brown & Brown, Inc.
|
1,708,136 | $111,387,548 | |
| 3 | AON |
Aon plc
|
259,033 | $83,610,671 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
222,038 | $48,088,989 | |
| 5 | WTW |
Willis Towers Watson PLC
|
51,366 | $14,932,095 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
63,986 | $2,729,642 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
17,241 | $378,267 | |
| 8 | NP |
Neptune Insurance Holdings Inc.
|
14,991 | $362,632 |
All Filings in TWFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||