Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,258,880
+$725,353 QoQ
Shares Held
122,832
+130.4% QoQ
Ownership
0.227%
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, 2026GOLDMAN SACHS GROUP INC holds $2,091,798,974 across 17 Insurance Brokers names. TWFG ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,672,959 | $637,074,737 | |
| 2 | AON |
Aon plc
|
1,583,991 | $511,280,613 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,953,270 | $423,039,214 | |
| 4 | WTW |
Willis Towers Watson PLC
|
935,744 | $272,020,778 | |
| 5 | BRO |
Brown & Brown, Inc.
|
2,280,602 | $148,718,054 | |
| 6 | ERIE |
Erie Indemnity Co
|
162,115 | $40,741,119 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
439,798 | $18,761,781 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
682,472 | $14,973,435 |
All Filings in TWFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||