Gillson Capital LP

Position in NP — Neptune Insurance Holdings Inc.

CIK 1698055 CHICAGO, IL

Position in NP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$10,411,852

+$4,871,496 QoQ

Shares Held

330,535

+44.3% QoQ

Ownership

0.241%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#27

of 136 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Gillson Capital LP holds $173,861,142 across 5 Insurance Brokers names. NP ranks #3 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	356,202	$81,773,293
2	AON	Aon plc	221,600	$73,502,504
3	NP	Neptune Insurance Holdings Inc. This page	330,535	$10,411,852
4	BWIN	Baldwin Insurance Group, Inc.	172,991	$4,598,100
5	TWFG	TWFG, Inc.	148,665	$3,575,393

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,411,852	330,535	+44.3%	Shares	Sole	2026-08-14
2026-03-31	$5,540,356	229,035	+5.7%	Shares	Sole	2026-05-15
2025-12-31	$6,320,313	216,746	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.