Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  TWFG, Inc. (TWFG)
← All TWFG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 552,107 0.37 Add 66.54% 0.15 $16.56–29.99 · VW $20.38i $10,153,248 SEC
2025   Q4 331,511 0.32 Add 10.39% 0.03 $23.73–29.80 · VW $27.13i $9,537,571 SEC
2025   Q3 300,317 0.28 Add 68.86% 0.11 $23.52–35.69 · VW $28.30i $8,240,698 SEC
2025   Q2 177,848 0.21 Buy 0.21 $26.50–36.85 · VW $33.01i $6,224,680 SEC
Price snapshot:
Current price$26.12
Avg. buy price$26.33
+/- since buy-0.81%
52-week low$16.56
52-week high$34.09