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Equibles

MORGAN STANLEY

Position in TWFG — TWFG, Inc.

CIK 895421 NEW YORK, NY
Back to TWFG Full portfolio

Position in TWFG

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$3,075,488
+$1,024,526 QoQ
Shares Held
127,879
+14.7% QoQ
Ownership
0.237%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 81 holders
Holding Since
Sep 2024
8 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 Jun 30, 2026

MORGAN STANLEY holds $4,497,786,086 across 22 Insurance Brokers names. TWFG ranks #13 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AON
Aon plc
 6,214,787 $2,061,382,689
2 MRSH
Marsh & Mclennan Companies, Inc.
 6,314,085 $1,052,368,540
3 AJG
Arthur J. Gallagher & Co.
 2,591,858 $595,012,829
4 BRO
Brown & Brown, Inc.
 3,869,724 $248,242,786
5 WTW
Willis Towers Watson PLC
 834,440 $218,097,576
6 ERIE
Erie Indemnity Co
 513,784 $123,179,712
7 RYAN
Ryan Specialty Holdings, Inc.
 1,682,829 $63,543,616
8 BWIN
Baldwin Insurance Group, Inc.
 2,277,033 $60,523,535

All Filings in TWFG

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,075,488 127,879
2026-03-31 $2,050,962 111,526
2025-12-31 $1,041,559 36,203
2025-09-30 $1,920,635 69,994
2025-06-30 $2,600,710 74,306
2025-03-31 $2,904,735 93,974
2024-12-31 $2,260,196 73,383
2024-09-30 $926,391 34,159