Gillson Capital LP

Position in TWFG — TWFG, Inc.

CIK 1698055 CHICAGO, IL

Position in TWFG

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

Position Value

$3,575,393

+$1,209,244 QoQ

Shares Held

148,665

+15.5% QoQ

Ownership

0.275%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#18

of 81 holders

Holding Since

Sep 2024

8 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. TWFG ranks #5 (2.1% 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.	330,535	$10,411,852
4	BWIN	Baldwin Insurance Group, Inc.	172,991	$4,598,100
5	TWFG	TWFG, Inc. This page	148,665	$3,575,393

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,575,393	148,665	+15.5%	Shares	Sole	2026-08-14
2026-03-31	$2,366,149	128,665	-23.9%	Shares	Sole	2026-05-15
2025-12-31	$4,864,000	169,065	+14.6%	Shares	Sole	2026-02-17
2025-09-30	$4,047,400	147,500	0.0%	Shares	Sole	2025-11-14
2025-06-30	$5,162,500	147,500	+0.0%	Shares	Sole	2025-08-14
2025-03-31	$4,559,194	147,499	+6.1%	Shares	Sole	2025-05-15
2024-12-31	$4,281,200	139,000	-11.0%	Shares	Sole	2025-02-14
2024-09-30	$4,234,815	156,151	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.