Position in TWFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$505,242
+$76,333 QoQ
Shares Held
21,008
-9.9% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 81 holders
Holding Since
Sep 2024
8 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, 2026STATE OF WISCONSIN INVESTMENT BOARD holds $162,331,591 across 14 Insurance Brokers names. TWFG ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
257,696 | $42,950,192 | |
| 2 | AON |
Aon plc
|
108,992 | $36,151,556 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
136,982 | $31,446,957 | |
| 4 | WTW |
Willis Towers Watson PLC
|
50,411 | $13,175,923 | |
| 5 | BRO |
Brown & Brown, Inc.
|
154,452 | $9,908,095 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
325,131 | $8,641,981 | |
| 7 | TREE |
LendingTree, Inc.
|
179,956 | $7,970,251 | |
| 8 | ERIE |
Erie Indemnity Co
|
17,834 | $4,275,701 |
All Filings in TWFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,242 | 21,008 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||