TWFG

TWFG, Inc. · XNAS

Season: Q2 2026 · as of Jun 30
Holders: 2 of 97 filed · prev 2
Median weight: 0.28%
Sector: Financials
Type: equity · US

Moves1 this quarter

+0.2 pp in · 0.0 pp out

New 0 0.00 pp
Added 1 +0.16 pp
Trimmed 0 0.00 pp
Exited 0 0.00 pp

Streakslongest holders · 8 quarters on record

The record for TWFG begins Q3 2024: 8 quarters.

Over time8 quarters, Q3 2024 to Q2 2026

Managers holding2 Q2 2026

Largest weight0.5% Q2 2026

Holders2 of 97 filed


GivernyFrançois Rochon, CEO	0.53%	652,452	$16M	added+18%	+0.16 pp	5 q
BaronRon Baron, CEO	0.04%	1,135,091	$27M	trimmed0%	—	8+ q