Position in TWFG
as of Jun 30, 2026
· filed Aug 26, 2026
Position Value
$15,691,470
+$5,538,223 QoQ
Shares Held
652,452
+18.2% QoQ
Ownership
1.21%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#4
of 82 holders
Holding Since
Jun 2025
5 quarters on record
Common Shares in TWFG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Giverny Capital Inc. holds $64,014,895 across 2 Insurance Brokers names. TWFG ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
753,288 | $48,323,425 | |
| 2 | TWFG |
TWFG, Inc.
This page
|
652,452 | $15,691,470 |
All Filings in TWFG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,691,470 | 652,452 | Shares | Defined | 2026-08-26 | |
| 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. | ||||||