GC
TWFG

Giverny Capital’s TWFG Inc TWFG Stock Holding History

Giverny Capital’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
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

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Giverny Capital's TWFG Position: Q1 2026 in Review

Giverny Capital increased its TWFG Inc (TWFG) stake by 67% in Q1 2026, buying an estimated $4.88M and bringing the position to 552,107 shares worth $10.2M. The position accounts for 0.37% of the portfolio, ranked #33.

Giverny Capital first reported a position in TWFG in Q2 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Giverny Capital held 552,107 shares of TWFG Inc worth $10.2M as of Q1 2026.
  • Giverny Capital bought 220,596 TWFG Inc shares in Q1 2026, an estimated $4.88M.
  • TWFG Inc made up 0.37% of Giverny Capital's portfolio in Q1 2026, its #33 holding.
  • Giverny Capital first reported a position in TWFG Inc in Q2 2025 and has held it in 4 quarters since.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Giverny Capital's 13F filing for Q1 2026, filed 15 May 2026.