PMAM
TWFG

Picton Mahoney Asset Management’s TWFG Inc TWFG Stock Holding History

Picton Mahoney 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
2025
Q1 		– Sell
-15,000
Closed -$462K – 1038
2024
Q4 		$462K Sell
15,000
-2,000
-12% -$62.1K 0.01% 308
2024
Q3 		$461K Buy
+17,000
New +$441K 0.02% 246

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N
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American Century Companies
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DCM
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Alyeska Investment Group
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Picton Mahoney Asset Management's TWFG Position: Q1 2025 in Review

Picton Mahoney Asset Management sold out of TWFG Inc (TWFG) in Q1 2025, closing a stake of 15,000 shares — an estimated $462K sold.

Picton Mahoney Asset Management first reported a position in TWFG in Q3 2024 and held it in 2 quarters. The position peaked at $462K in Q4 2024. 70 funds tracked by Wall St. Rank hold TWFG as of Q1 2025.

  • Picton Mahoney Asset Management reported no remaining TWFG Inc position as of Q1 2025 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 15,000 TWFG Inc shares in Q1 2025, an estimated $462K.
  • Picton Mahoney Asset Management first reported a position in TWFG Inc in Q3 2024 and held it in 2 quarters.
  • Picton Mahoney Asset Management's TWFG Inc position peaked at $462K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2025.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2025, filed 7 May 2025.