Giverny Capital TWFG trades
Francois Rochon
Francois Rochon TWFG, Inc, CL-A stake
total: 126
Trades details
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 4
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Francois Rochon holds 652,452 TWFG, Inc, CL-A (TWFG) shares with a market value of roughly $15.69M accounting for 0.53% of the overall portfolio. To date, the estimated cost basis is nearly $25.98 for "buy" trades. Giverny Capital first purchased TWFG in 2025 Q2, initially acquiring 177,848 shares. Since the initial investment in TWFG, Inc, CL-A (TWFG), Giverny Capital has made 4 more transactions.
When did Francois Rochon buy TWFG, Inc, CL-A (TWFG)?
Francois Rochon first invested in TWFG, Inc, CL-A (TWFG) in 2025 Q2 at the reported quarter-end price of $35.00 per share.
What's the cost basis of Giverny Capital's TWFG stake?
The estimated cost basis for TWFG, Inc, CL-A (TWFG) stake is around $25.98 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $25.98
Francois Rochon's historical trades in TWFG, Inc, CL-A
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.53%
|
652,452
|
$24.05
|
$15,691,471
|
+18.17% (+100,345)
|
+0.08%
|
|
2026 Q1
|
0.37%
|
552,107
|
$18.39
|
$10,153,248
|
+66.54% (+220,596)
|
+0.15%
|
|
2025 Q4
|
0.32%
|
331,511
|
$28.77
|
$9,537,571
|
+10.39% (+31,194)
|
+0.03%
|
|
2025 Q3
|
0.28%
|
300,317
|
$27.44
|
$8,240,698
|
+68.86% (+122,469)
|
+0.11%
|
|
2025 Q2
|
0.21%
|
177,848
|
$35.00
|
$6,224,680
|
new
|
+0.21%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.