Francois Rochon's TWFG Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 300,317 shares of TWFG, Inc. (TWFG) worth $8.24 M, representing 0.25% of the portfolio. First purchased in 2025-Q2, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Francois Rochon has initiated a new position in TWFG, representing a fresh investment thesis on this company. Largest addition occurred in Q3 2025, adding 122,469 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +177,848 | New Buy | 177,848 | $35.00 |
| Q3 2025 | +122,469 | Add 68.86% | 300,317 | $27.44 |
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 2 quarters since Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon's largest addition to TWFG, Inc. (TWFG) was in Q2 2025, adding 177,848 shares worth $6.22 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Francois Rochon's firm, Giverny Capital Inc., owns 300,317 shares of TWFG, Inc. (TWFG), valued at approximately $8.24 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, TWFG, Inc. (TWFG) represents approximately 0.25% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon's peak holding in TWFG, Inc. (TWFG) was 300,317 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.