Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$536,344
-$2,199,396 QoQ
Shares Held
29,165
-62.7% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 50.ToString("F0")%
Shared 50.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026TUDOR INVESTMENT CORP ET AL holds $44,926,524 across 8 Insurance Brokers names. TWFG ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
61,000 | $19,689,580 | |
| 2 | GSHD |
Goosehead Insurance, Inc.
|
264,836 | $11,297,903 | |
| 3 | BRO |
Brown & Brown, Inc.
|
146,311 | $9,540,940 | |
| 4 | ERIE |
Erie Indemnity Co
|
5,240 | $1,316,864 | |
| 5 | CRVL |
Corvel Corp
|
21,039 | $1,149,781 | |
| 6 | LIFE |
Ethos Technologies Inc.
|
69,553 | $776,907 | |
| 7 | SLQT |
SelectQuote, Inc.
|
981,279 | $618,205 | |
| 8 | TWFG |
TWFG, Inc.
This page
|
29,165 | $536,344 |
All Filings in TWFG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $536,344 | 29,165 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $2,735,740 | 78,164 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,186,078 | 70,724 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,377,328 | 77,186 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||