Balyasny Asset Management
TWFG

Balyasny Asset Management’s TWFG Inc TWFG Stock Holding History

Balyasny Asset Management’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 		$3.13M Buy
170,182
+160,292
+1,621% +$3.55M ﹤0.01% 1582
2025
Q4 		$285K Buy
+9,890
New +$269K ﹤0.01% 2751
2025
Q3 		– Sell
-76,871
Closed -$2.69M – 3548
2025
Q2 		$2.69M Sell
76,871
-79,283
-51% -$2.64M ﹤0.01% 1580
2025
Q1 		$4.83M Buy
156,154
+5,473
+4% +$164K 0.01% 1259
2024
Q4 		$4.64M Sell
150,681
-43,389
-22% -$1.35M 0.01% 1320
2024
Q3 		$5.26M Buy
+194,070
New +$5.03M 0.01% 1232

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

Balyasny Asset Management's TWFG Position: Q1 2026 in Review

Balyasny Asset Management increased its TWFG Inc (TWFG) stake by 1,621% in Q1 2026, buying an estimated $3.55M and bringing the position to 170,182 shares worth $3.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Balyasny Asset Management first reported a position in TWFG in Q3 2024 and has held it in 6 quarters since. The position peaked at $5.26M in Q3 2024. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Balyasny Asset Management held 170,182 shares of TWFG Inc worth $3.13M as of Q1 2026.
  • Balyasny Asset Management bought 160,292 TWFG Inc shares in Q1 2026, an estimated $3.55M.
  • TWFG Inc made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1582 holding.
  • Balyasny Asset Management first reported a position in TWFG Inc in Q3 2024 and has held it in 6 quarters since.
  • Balyasny Asset Management's TWFG Inc position peaked at $5.26M in Q3 2024.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.