Position in TWFG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$16,233
-$21,797 QoQ
Shares Held
675
-67.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 81 holders
Holding Since
Sep 2024
5 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, 2026CITIGROUP INC holds $397,286,621 across 19 Insurance Brokers names. TWFG ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
570,878 | $95,148,234 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
372,212 | $85,448,707 | |
| 3 | AON |
Aon plc
|
233,032 | $77,294,382 | |
| 4 | BRO |
Brown & Brown, Inc.
|
861,844 | $55,287,291 | |
| 5 | ERIE |
Erie Indemnity Co
|
147,885 | $35,455,427 | |
| 6 | WTW |
Willis Towers Watson PLC
|
135,243 | $35,348,462 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
161,474 | $7,831,488 | |
| 8 | CRVL |
Corvel Corp
|
26,464 | $1,654,528 |
All Filings in TWFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,233 | 675 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $38,030 | 2,068 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $183,379 | 6,374 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $123,836 | 4,513 | Shares | Defined | 2025-11-10 | |
| 2024-09-30 | $1,196,127 | 44,105 | Shares | Defined | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||