Position in TWFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,600,912
+$376,764 QoQ
Shares Held
66,566
0.0% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 81 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026STATE STREET CORP holds $12,242,698,233 across 18 Insurance Brokers names. TWFG ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
22,401,676 | $3,733,687,338 | |
| 2 | AON |
Aon plc
|
9,416,039 | $3,123,205,975 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
11,303,790 | $2,595,011,070 | |
| 4 | WTW |
Willis Towers Watson PLC
|
4,315,443 | $1,127,927,336 | |
| 5 | BRO |
Brown & Brown, Inc.
|
14,514,119 | $931,080,733 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,437,522 | $344,645,899 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
3,706,058 | $139,940,750 | |
| 8 | CRVL |
Corvel Corp
|
1,289,247 | $80,603,722 |
All Filings in TWFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,600,912 | 66,566 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,224,148 | 66,566 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,851,809 | 64,366 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,663,275 | 60,615 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,946,525 | 55,615 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,691,240 | 54,715 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,655,962 | 53,765 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||