Francois Rochon's TWFG Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 552,107 shares of TWFG, Inc. (TWFG) worth $10.15 M, representing 0.37% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 4 quarters.
Based on 13F filings, Francois Rochon has maintained this position in TWFG for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 220,596 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's TWFG (TWFG) Holding Value Over Time
Track share changes against reported price movement
Quarterly TWFG (TWFG) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +220,596 | Add 66.54% | 552,107 | $18.39 |
| Q4 2025 | +31,194 | Add 10.39% | 331,511 | $28.77 |
| Q3 2025 | +122,469 | Add 68.86% | 300,317 | $27.44 |
| Q2 2025 | +177,848 | New Buy | 177,848 | $35.00 |
Francois Rochon's TWFG Investment FAQs
Francois Rochon first purchased TWFG, Inc. (TWFG) in Q2 2025, acquiring 177,848 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held TWFG, Inc. (TWFG) for 4 quarters since Q2 2025.
Francois Rochon's largest addition to TWFG, Inc. (TWFG) was in Q1 2026, adding 552,107 shares worth $10.15 M.
According to the latest 13F filing for Q1 2026, Francois Rochon's firm, Giverny Capital Inc., owns 552,107 shares of TWFG, Inc. (TWFG), valued at approximately $10.15 M.
As of the Q1 2026 filing, TWFG, Inc. (TWFG) represents approximately 0.37% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in TWFG, Inc. (TWFG) was 552,107 shares, as reported at the end of Q1 2026.