Position in TWFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,467,313
+$1,930,969 QoQ
Shares Held
102,591
+251.8% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#22
of 82 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 50%
Shared 50%
None 0%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026TUDOR INVESTMENT CORP ET AL holds $43,954,309 across 7 Insurance Brokers names. TWFG ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
47,785 | $15,849,806 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
75,646 | $12,607,918 | |
| 3 | BRO |
Brown & Brown, Inc.
|
98,596 | $6,324,933 | |
| 4 | GSHD |
Goosehead Insurance, Inc.
|
117,736 | $5,710,196 | |
| 5 | TWFG |
TWFG, Inc.
This page
|
102,591 | $2,467,313 | |
| 6 | SLQT |
SelectQuote, Inc.
|
1,124,580 | $945,771 | |
| 7 | EHTH |
eHealth, Inc.
|
32,465 | $48,372 |
All Filings in TWFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,467,313 | 102,591 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||