Alyeska Investment Group
TWFG

Alyeska Investment Group’s TWFG Inc TWFG Stock Holding History

Alyeska Investment Group’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.97M Hold
215,778
– – 0.01% 501
2025
Q4 		$6.21M Hold
215,778
– – 0.02% 436
2025
Q3 		$5.92M Buy
215,778
+4,192
+2% +$121K 0.02% 438
2025
Q2 		$7.41M Sell
211,586
-51,738
-20% -$1.72M 0.03% 386
2025
Q1 		$8.14M Buy
263,324
+35,357
+16% +$1.06M 0.03% 328
2024
Q4 		$7.02M Sell
227,967
-52,918
-19% -$1.64M 0.03% 379
2024
Q3 		$7.62M Buy
+280,885
New +$7.29M 0.04% 313

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GC
Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Alyeska Investment Group's TWFG Position: Q1 2026 in Review

Alyeska Investment Group held its TWFG Inc (TWFG) position steady in Q1 2026 at 215,778 shares worth $3.97M. The position accounts for 0.01% of the portfolio, ranked #501.

Alyeska Investment Group first reported a position in TWFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $8.14M in Q1 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Alyeska Investment Group held 215,778 shares of TWFG Inc worth $3.97M as of Q1 2026.
  • Alyeska Investment Group left its TWFG Inc share count unchanged in Q1 2026.
  • TWFG Inc made up 0.01% of Alyeska Investment Group's portfolio in Q1 2026, its #501 holding.
  • Alyeska Investment Group first reported a position in TWFG Inc in Q3 2024 and has held it in 7 quarters since.
  • Alyeska Investment Group's TWFG Inc position peaked at $8.14M in Q1 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Alyeska Investment Group's 13F filing for Q1 2026, filed 15 May 2026.