Position in TWFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,153,247
+$615,676 QoQ
Shares Held
552,107
+66.5% QoQ
Ownership
1.02%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Giverny Capital Inc. holds $59,404,338 across 2 Insurance Brokers names. TWFG ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
755,269 | $49,251,091 | |
| 2 | TWFG |
TWFG, Inc.
This page
|
552,107 | $10,153,247 |
All Filings in TWFG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,153,247 | 552,107 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,537,571 | 331,511 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,240,698 | 300,317 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $6,224,680 | 177,848 | Shares | Defined | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||