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TWFG position history

The shares of Twfg Inc. (TWFG) that Giverny Capital Inc. reported in each quarter’s 13F.

Equity, COM CL A

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q2: 177,848 shares, $6.2M, 0.21% of portfolio, New
  2. 2025 Q3: 600,634 shares, $16M, 0.53% of portfolio, Add +237.7%
  3. 2025 Q4: 331,511 shares, $9.5M, 0.32% of portfolio, Reduce −44.8%
  4. 2026 Q1: 552,107 shares, $10M, 0.37% of portfolio, Add +66.5%
  5. 2026 Q2: 652,452 shares, $16M, 0.53% of portfolio, Add +18.2%
Holdings date Value % of holdings Shares Filing date All 13F holders