TWFG
Twfg Inc
2 super-investors hold TWFG worth a combined $12M. The largest position: Francois Rochon at 0.4% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 21 — ranked #627 of 724 scored stocks.
Why super-investors own TWFG
Francois Rochon is the primary conviction holder in TWFG, carrying a $10M position that represents 0.4% of his portfolio — the largest concentration in the cohort. Rochon added to his stake in 2026Q1, reinforcing what has been a consistent, solo position; the cohort owner count has held at just one for at least the prior four quarters before Joel Greenblatt joined with a negligible $2M allocation. Total cohort exposure remains modest at $12M combined, and broader super-investor interest is effectively flat — two holders, no exits, no new entrants beyond Greenblatt's small position. Interest is neither rising meaningfully nor fading, with Rochon's incremental add the only signal worth noting.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Francois Rochon | 0.4% | 4q | $10M | 552,107 |
| 2 | Joel Greenblatt | <0.1% | 5q | $2M | 109,502 |
Owners of TWFG also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Francois Rochon | ADD | 0.4% | +67% | $10M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 87318A101. Not investment advice.