BLALOCK WILLIAMS, LLC TWFG — TWFG INC

Ownership history in BLALOCK WILLIAMS, LLC  ·  4 quarters on record

AI Ownership Summary

BLALOCK WILLIAMS, LLC reported TWFG INC (TWFG) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.36% in 2026 Q2. The latest visible filing shows TWFG at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TWFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BLALOCK WILLIAMS, LLC's position in TWFG INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TWFG was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TWFG stock page BLALOCK WILLIAMS, LLC fund profile BLALOCK WILLIAMS, LLC full holdings
How BLALOCK WILLIAMS, LLC held TWFG — position size vs. price
% of Fund (quarterly)    TWFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 22,911 +2,978 +14.9% 0.36% $551K 2026-08-07 $29.07
2026 Q1 ADDED — — — 19,933 +7,991 +66.9% 0.28% $367K 2026-05-14 $17.69
2025 Q4 ADDED — — — 11,942 +2,343 +24.4% 0.28% $344K 2026-02-02 $25.30
2025 Q3 INITIATED — — — 9,599 — — 0.23% $263K 2025-11-06 $24.75

🏢 Other funds also holding TWFG

As of 2026 Q2 — sorted by position size

CENTRAL SECURITIES CORP 3Y 7Y 0.9% Giverny Capital Inc. 3Y 7Y 0.53% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.22% Gillson Capital LP 3Y 7Y 0.21% Ascent Group, LLC 3Y 0.15% Dynamic Technology Lab Private Ltd 3Y 7Y 0.15% Symphony Financial, Ltd. Co. 3Y 0.1% BRASADA CAPITAL MANAGEMENT, LP 3Y 7Y 0.08% Dockside LLC 0.08% GILDER GAGNON HOWE & CO LLC 3Y 7Y 0.05%

FAQ About BLALOCK WILLIAMS, LLC and TWFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has BLALOCK WILLIAMS, LLC reported owning TWFG?

BLALOCK WILLIAMS, LLC reported TWFG across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported TWFG position in BLALOCK WILLIAMS, LLC's portfolio?

The largest reported portfolio weight for TWFG was 0.36% in 2026 Q2.

What is the latest reported TWFG position on this page?

The most recent filing on this page is 2026 Q2, when BLALOCK WILLIAMS, LLC reported 22,911 shares, equal to 0.36% of portfolio, with an estimated market value of $551K.

What does the chart on this TWFG ownership page compare?

The chart compares BLALOCK WILLIAMS, LLC's quarterly TWFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BLALOCK WILLIAMS, LLC time their TWFG position?

Based on 13F filing dates vs. subsequent TWFG price moves, BLALOCK WILLIAMS, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on TWFG relative to SPY over the holding period was +1.3%.

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