Position in TWFG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,507,667
New position
Shares Held
81,983
first reported quarter
Ownership
0.151%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026VANGUARD FIDUCIARY TRUST CO holds $1,519,074,239 across 17 Insurance Brokers names. TWFG ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,733,760 | $474,170,672 | |
| 2 | AON |
Aon plc
|
1,225,563 | $395,587,225 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,447,832 | $313,571,454 | |
| 4 | WTW |
Willis Towers Watson PLC
|
534,847 | $155,480,022 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,646,933 | $107,396,500 | |
| 6 | ERIE |
Erie Indemnity Co
|
139,898 | $35,157,766 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
564,737 | $12,390,329 | |
| 8 | CRVL |
Corvel Corp
|
212,584 | $11,617,715 |
All Filings in TWFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,507,667 | 81,983 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||