FR
TWFG

Francois Rochon’s TWFG Inc TWFG Stock Holding History

Francois Rochon’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.7M Buy
652,452
+100,345
+18% +$1.97M 0.53% 35
2026
Q1 		$10.2M Buy
552,107
+220,596
+67% +$4.88M 0.37% 33
2025
Q4 		$9.54M Buy
331,511
+31,194
+10% +$848K 0.32% 30
2025
Q3 		$8.24M Buy
300,317
+122,469
+69% +$3.54M 0.28% 33
2025
Q2 		$6.22M Buy
+177,848
New +$5.93M 0.21% 37

Other funds holding TWFG

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Francois Rochon's TWFG Position: Q2 2026 in Review

Francois Rochon increased its TWFG Inc (TWFG) stake by 18% in Q2 2026, buying an estimated $1.97M and bringing the position to 652,452 shares worth $15.7M. The position accounts for 0.53% of the portfolio, ranked #35.

Francois Rochon first reported a position in TWFG in Q2 2025 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Francois Rochon held 652,452 shares of TWFG Inc worth $15.7M as of Q2 2026.
  • Francois Rochon bought 100,345 TWFG Inc shares in Q2 2026, an estimated $1.97M.
  • TWFG Inc made up 0.53% of Francois Rochon's portfolio in Q2 2026, its #35 holding.
  • Francois Rochon first reported a position in TWFG Inc in Q2 2025 and has held it in 5 quarters since.
  • 82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Giverny Capital's 13F filing for Q2 2026, filed 14 Aug 2026.