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TWFG

Dmitry Balyasny’s TWFG Inc TWFG Stock Holding History

Dmitry Balyasny’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 		– Sell
-170,182
Closed -$3.13M – 3589
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

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

Dmitry Balyasny's TWFG Position: Q2 2026 in Review

Dmitry Balyasny sold out of TWFG Inc (TWFG) in Q2 2026, closing a stake of 170,182 shares — an estimated $3.13M sold.

Dmitry Balyasny first reported a position in TWFG in Q3 2024 and held it in 6 quarters. The position peaked at $5.26M in Q3 2024. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Dmitry Balyasny reported no remaining TWFG Inc position as of Q2 2026 after selling out during the quarter.
  • Dmitry Balyasny sold 170,182 TWFG Inc shares in Q2 2026, an estimated $3.13M.
  • Dmitry Balyasny first reported a position in TWFG Inc in Q3 2024 and held it in 6 quarters.
  • Dmitry Balyasny's TWFG Inc position peaked at $5.26M in Q3 2024.
  • 82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.