Alyeska Investment Group, L.P.

Position in TWFG — TWFG, Inc.

CIK 1453072 CHICAGO, IL

Position in TWFG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,189,460

+$1,221,303 QoQ

Shares Held

215,778

0.0% QoQ

Ownership

0.399%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#13

of 81 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Alyeska Investment Group, L.P. holds $64,895,666 across 5 Insurance Brokers names. TWFG ranks #5 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	105,400	$24,196,678
2	AON	Aon plc	42,695	$14,161,504
3	NP	Neptune Insurance Holdings Inc.	375,000	$11,812,500
4	MRSH	Marsh & Mclennan Companies, Inc.	57,212	$9,535,524
5	TWFG	TWFG, Inc. This page	215,778	$5,189,460

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,189,460	215,778	0.0%	Shares	Sole	2026-08-14
2026-03-31	$3,968,157	215,778	0.0%	Shares	Sole	2026-05-15
2025-12-31	$6,207,933	215,778	0.0%	Shares	Sole	2026-02-13
2025-09-30	$5,920,948	215,778	+2.0%	Shares	Sole	2025-11-17
2025-06-30	$7,405,510	211,586	-19.6%	Shares	Sole	2025-08-14
2025-03-31	$8,139,344	263,324	+15.5%	Shares	Sole	2025-05-15
2024-12-31	$7,021,383	227,967	-18.8%	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.