Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$428,909
-$308,782 QoQ
Shares Held
23,323
-9.0% QoQ
Ownership
0.043%
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 100%
Shared 0%
None 0%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026STATE OF WISCONSIN INVESTMENT BOARD holds $154,094,225 across 12 Insurance Brokers names. TWFG ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
262,462 | $45,524,033 | |
| 2 | AON |
Aon plc
|
111,288 | $35,921,540 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
139,518 | $30,216,808 | |
| 4 | WTW |
Willis Towers Watson PLC
|
51,262 | $14,901,863 | |
| 5 | BRO |
Brown & Brown, Inc.
|
175,013 | $11,412,597 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
367,911 | $8,071,967 | |
| 7 | ERIE |
Erie Indemnity Co
|
14,294 | $3,592,225 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
70,327 | $3,000,149 |
All Filings in TWFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $428,909 | 23,323 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $737,691 | 25,641 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $620,418 | 22,610 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $791,350 | 22,610 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $698,875 | 22,610 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $681,234 | 22,118 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $542,400 | 20,000 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||