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Giverny Capital Inc.: TWFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Giverny Capital Inc. on TWFG, newest first. How the timeline and the estimate are built.

Giverny Capital Inc. held 652,452 TWFG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 652,452 shares
    Change vs previous 13F +100,345 shares

    0.53% of the 13F portfolio, value $15,691,471.

    13F-HR/A 0001641864-26-000010 filed by Giverny Capital Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 552,107 shares
    Change vs previous 13F +220,596 shares

    0.37% of the 13F portfolio, value $10,153,248.

    13F-HR 0001641864-26-000004 filed by Giverny Capital Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 331,511 shares
    Change vs previous 13F +31,194 shares

    0.32% of the 13F portfolio, value $9,537,571.

    13F-HR 0001641864-26-000002 filed by Giverny Capital Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 300,317 shares
    Change vs previous 13F +122,469 shares

    0.28% of the 13F portfolio, value $8,240,698.

    13F-HR/A 0001641864-25-000012 filed by Giverny Capital Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 177,848 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,224,680.

    13F-HR 0001641864-25-000007 filed by Giverny Capital Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).