Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,224,148
-$627,661 QoQ
Shares Held
66,566
+3.4% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026STATE STREET CORP holds $11,829,490,477 across 17 Insurance Brokers names. TWFG ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
22,070,945 | $3,828,205,410 | |
| 2 | AON |
Aon plc
|
9,219,773 | $2,975,958,328 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
10,973,921 | $2,376,731,810 | |
| 4 | WTW |
Willis Towers Watson PLC
|
4,216,835 | $1,225,833,934 | |
| 5 | BRO |
Brown & Brown, Inc.
|
13,776,462 | $898,363,087 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,383,027 | $347,568,515 | |
| 7 | CRVL |
Corvel Corp
|
1,209,191 | $66,082,288 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
2,473,254 | $54,263,192 |
All Filings in TWFG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||