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Giverny Capital

Superinvestor

Giverny Capital Inc.

SEC CIK
0001641864
Manager
François Rochon
Style
Quality
Latest filing
Aug 26, 2026

TWFG holding history

TWFG, Inc. in every 13F filed by Giverny Capital, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TWFG overviewAll 13F holders of TWFGFull Q2 2026 holdings

Shares (Q2 2026)
652,452
Value
$15.7M
% of portfolio
0.5%
Quarters held
5
Since Q2 2025
Holdings of TWFG by Giverny Capital, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026652,452$15.7M0.5%+100,345+18.2%AddedHolders
Q1 2026552,107$10.2M0.4%+220,596+66.5%AddedHolders
Q4 2025331,511$9.54M0.3%+31,194+10.4%AddedHolders
Q3 2025300,317$8.24M0.3%+122,469+68.9%AddedHolders
Q2 2025177,848$6.22M0.2%+177,848NewHolders