Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,129,646
+$2,845,111 QoQ
Shares Held
170,182
+1620.7% QoQ
Ownership
0.314%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Balyasny Asset Management L.P. holds $250,241,374 across 9 Insurance Brokers names. TWFG ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
338,086 | $98,281,600 | |
| 2 | AON |
Aon plc
|
224,321 | $72,406,332 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
238,987 | $51,759,804 | |
| 4 | NP |
Neptune Insurance Holdings Inc.
|
489,171 | $11,833,046 | |
| 5 | BRO |
Brown & Brown, Inc.
|
119,212 | $7,773,814 | |
| 6 | TWFG |
TWFG, Inc.
This page
|
170,182 | $3,129,646 | |
| 7 | MRSH |
Marsh & Mclennan Companies, Inc.
|
12,488 | $2,166,043 | |
| 8 | CRVL |
Corvel Corp
|
30,212 | $1,651,085 |
All Filings in TWFG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,129,646 | 170,182 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $284,535 | 9,890 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $2,690,485 | 76,871 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,826,720 | 156,154 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,640,974 | 150,681 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,263,178 | 194,070 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||