Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,968,157
-$2,239,776 QoQ
Shares Held
215,778
0.0% QoQ
Ownership
0.398%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Alyeska Investment Group, L.P. holds $61,831,585 across 4 Insurance Brokers names. TWFG ranks #3 (6.4% of the industry book) .
All Filings in TWFG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,968,157 | 215,778 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,207,933 | 215,778 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,920,948 | 215,778 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,405,510 | 211,586 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,139,344 | 263,324 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,021,383 | 227,967 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,617,601 | 280,885 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||