Position in TWFG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$21,258
-$12,000 QoQ
Shares Held
1,156
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Jun 30, 2026ACADIAN ASSET MANAGEMENT LLC holds $125,872,462 across 7 Insurance Brokers names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
748,439 | $124,742,328 | |
| 2 | EHTH |
eHealth, Inc.
|
200,350 | $298,521 | |
| 3 | SLQT |
SelectQuote, Inc.
|
249,521 | $209,847 | |
| 4 | LIFE |
Ethos Technologies Inc.
|
9,989 | $181,200 | |
| 5 | AON |
Aon plc
|
453 | $150,255 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
|
637 | $146,236 | |
| 7 | TREE |
LendingTree, Inc.
|
3,253 | $144,075 |
All Filings in TWFG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,258 | 1,156 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $33,258 | 1,156 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $870,726 | 31,732 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,510,830 | 71,738 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $2,108,402 | 68,211 | Shares | Defined | 2025-05-21 | |
| 2024-12-31 | $760,020 | 24,676 | Shares | Defined | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||