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
Q2 		$5.19M Hold
215,778
– – 0.01% 500
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

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Alyeska Investment Group's TWFG Position: Q2 2026 in Review

Alyeska Investment Group held its TWFG Inc (TWFG) position steady in Q2 2026 at 215,778 shares worth $5.19M. The position accounts for 0.01% of the portfolio, ranked #500.

Alyeska Investment Group first reported a position in TWFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.14M in Q1 2025. 81 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Alyeska Investment Group held 215,778 shares of TWFG Inc worth $5.19M as of Q2 2026.
  • Alyeska Investment Group left its TWFG Inc share count unchanged in Q2 2026.
  • TWFG Inc made up 0.01% of Alyeska Investment Group's portfolio in Q2 2026, its #500 holding.
  • Alyeska Investment Group first reported a position in TWFG Inc in Q3 2024 and has held it in 8 quarters since.
  • Alyeska Investment Group's TWFG Inc position peaked at $8.14M in Q1 2025.
  • 81 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Alyeska Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.