Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,050,962
+$1,009,403 QoQ
Shares Held
111,526
+208.1% QoQ
Ownership
0.206%
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 96%
Shared 0%
None 4%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $4,723,296,428 across 21 Insurance Brokers names. TWFG ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
6,374,945 | $2,057,704,737 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,473,992 | $1,122,913,904 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
4,056,175 | $878,486,374 | |
| 4 | WTW |
Willis Towers Watson PLC
|
814,668 | $236,823,979 | |
| 5 | BRO |
Brown & Brown, Inc.
|
3,244,972 | $211,604,616 | |
| 6 | ERIE |
Erie Indemnity Co
|
457,757 | $115,038,907 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1,803,207 | $39,562,358 | |
| 8 | CRVL |
Corvel Corp
|
694,906 | $37,976,607 |
All Filings in TWFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,050,962 | 111,526 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,041,559 | 36,203 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,920,635 | 69,994 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,600,710 | 74,306 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,904,735 | 93,974 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,260,196 | 73,383 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $926,391 | 34,159 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||