Position in TWFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,985,423
+$477,756 QoQ
Shares Held
82,554
+0.7% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 81 holders
Holding Since
Mar 2026
2 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, 2026VANGUARD FIDUCIARY TRUST CO holds $1,534,988,708 across 19 Insurance Brokers names. TWFG ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,705,812 | $450,977,686 | |
| 2 | AON |
Aon plc
|
1,190,449 | $394,860,028 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,442,494 | $331,153,347 | |
| 4 | WTW |
Willis Towers Watson PLC
|
530,626 | $138,689,717 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,634,644 | $104,862,412 | |
| 6 | ERIE |
Erie Indemnity Co
|
139,987 | $33,561,883 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
726,238 | $27,422,746 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
581,482 | $15,455,791 |
All Filings in TWFG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,985,423 | 82,554 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,507,667 | 81,983 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||