Should You Consider Adding TWFG (TWFG) to Your Portfolio?
Giverny Capital Asset Management, LLC, an investment management company, recently published its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Driehaus Capital Richard Driehaus | 377,138 | $13,199,830 | -1% | 0.11% |
| 2. | Alyeska Investment Group Anand Parekh | 211,586 | $7,405,510 | -20% | 0.03% |
| 3. | Giverny Capital Francois Rochon | 177,848 | $6,224,680 | 0.21% | |
| 4. | Marshall Wace LLP Paul Marshall And Ian Wace | 128,682 | $4,503,870 | -16% | 0.01% |
| 5. | Millennium Management Israel Englander | 114,074 | $3,992,590 | +105% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.53 | 950 | $31,853.50 | 49,008 | 2024-11-26 | Filing | |
| $17.00 | 72 | $1,224.00 | 72 | 2024-07-19 | Filing | |
| $17.00 | 72 | $1,224.00 | 72 | 2024-07-19 | Filing | |
| $17.00 | 5,850 | $99,450.00 | 695,925 | 2024-07-19 | Filing | |
| $17.00 | 5,850 | $99,450.00 | 690,075 | 2024-07-19 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 542,661 | $14,890,618 | 0.25% | |
| 2. | 90,402 | $2,480,631 | 0.09% | |
| 3. | 9,599 | $263,397 | 0.23% | |
| 4. | 703 | $19 | 0% | |
| 5. | 0 | $0 | 0% |