Position in TWFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,758,005
+$499,125 QoQ
Shares Held
114,678
-6.6% QoQ
Ownership
0.212%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
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, 2026GOLDMAN SACHS GROUP INC holds $2,551,939,581 across 18 Insurance Brokers names. TWFG ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,228,626 | $704,785,093 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,818,022 | $646,933,309 | |
| 3 | AON |
Aon plc
|
1,748,801 | $580,059,800 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,637,032 | $233,315,600 | |
| 5 | WTW |
Willis Towers Watson PLC
|
769,245 | $201,057,562 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
993,269 | $37,505,836 | |
| 7 | ERIE |
Erie Indemnity Co
|
151,630 | $36,353,291 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
507,585 | $24,617,872 |
All Filings in TWFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,758,005 | 114,678 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,258,880 | 122,832 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,533,527 | 53,303 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $2,610,614 | 95,139 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,372,580 | 67,788 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,257,913 | 40,696 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $10,176,534 | 330,407 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $9,649,322 | 355,801 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||