Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,112,721
-$2,749,499 QoQ
Shares Held
223,639
-6.2% QoQ
Ownership
0.413%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026GILDER GAGNON HOWE & CO LLC holds $56,554,941 across 3 Insurance Brokers names. TWFG ranks #2 (7.3% of the industry book) .
All Filings in TWFG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,112,721 | 223,639 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,862,220 | 238,520 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,585,956 | 240,013 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,412,460 | 240,356 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,481,920 | 242,055 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,482,336 | 242,933 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,697,934 | 246,974 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||