Gillson Capital LP

Position in NP — Neptune Insurance Holdings Inc.

CIK 1698055 CHICAGO, IL

Position in NP

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$5,540,356

-$779,957 QoQ

Shares Held

229,035

+5.7% QoQ

Ownership

0.167%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Gillson Capital LP holds $66,129,868 across 4 Insurance Brokers names. NP ranks #3 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	102,720	$33,155,961
2	AJG	Arthur J. Gallagher & Co.	115,742	$25,067,402
3	NP	Neptune Insurance Holdings Inc. This page	229,035	$5,540,356
4	TWFG	TWFG, Inc.	128,665	$2,366,149

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.