1832 Asset Management L.P.

Position in TWFG — TWFG, Inc.

CIK 944388 TORONTO, A6

Position in TWFG

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$311,931

-$130,350 QoQ

Shares Held

16,962

+10.3% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.00%

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%

Financial Services · as of Mar 31, 2026

1832 Asset Management L.P. holds $49,305,294 across 4 Insurance Brokers names. TWFG ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	119,568	$38,594,159
2	BRO	Brown & Brown, Inc.	123,301	$8,040,458
3	MRSH	Marsh & Mclennan Companies, Inc.	13,599	$2,358,746
4	TWFG	TWFG, Inc. This page	16,962	$311,931

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$311,931	16,962	+10.3%	Shares	Sole	2026-05-14
2025-12-31	$442,281	15,373	-7.7%	Shares	Sole	2026-02-13
2025-09-30	$457,232	16,663	+10.6%	Shares	Sole	2025-11-14
2025-06-30	$527,205	15,063	-4.8%	Shares	Sole	2025-08-13
2025-03-31	$489,027	15,821	-80.9%	Shares	Sole	2025-05-14
2024-12-31	$2,557,385	83,032	-6.1%	Shares	Sole	2025-02-14
2024-09-30	$2,397,408	88,400	—	Shares	Sole	2024-11-13
No filing history on record for this holder in this stock.