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
0.315%
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%
Shared 0%
None 0%
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Balyasny Asset Management L.P. holds $171,919,650 across 12 Insurance Brokers names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
198,061 | $65,694,853 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
267,170 | $61,334,216 | |
| 3 | NP |
Neptune Insurance Holdings Inc.
|
631,956 | $19,906,614 | |
| 4 | ERIE |
Erie Indemnity Co
|
43,254 | $10,370,146 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
153,172 | $4,071,311 | |
| 6 | MRSH |
Marsh & Mclennan Companies, Inc.
|
20,849 | $3,474,902 | |
| 7 | WTW |
Willis Towers Watson PLC
|
7,256 | $1,896,500 | |
| 8 | BRO |
Brown & Brown, Inc.
|
26,667 | $1,710,688 |
All Filings in TWFG
Export CSV
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. | ||||||