Position in TWFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,319,379
+$1,206,658 QoQ
Shares Held
221,180
-1.1% QoQ
Ownership
0.409%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#12
of 81 holders
Holding Since
Sep 2024
8 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 Jun 30, 2026GILDER GAGNON HOWE & CO LLC holds $49,058,700 across 2 Insurance Brokers names. TWFG ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARX |
Accelerant Holdings
|
3,732,024 | $43,739,321 | |
| 2 | TWFG |
TWFG, Inc.
This page
|
221,180 | $5,319,379 |
All Filings in TWFG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,319,379 | 221,180 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||