Gillson Capital LP

Position in TWFG — TWFG, Inc.

CIK 1698055 CHICAGO, IL

Position in TWFG

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

Position Value

$2,366,149

-$2,497,851 QoQ

Shares Held

128,665

-23.9% QoQ

Ownership

0.238%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 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. TWFG ranks #4 (3.6% 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.	229,035	$5,540,356
4	TWFG	TWFG, Inc. This page	128,665	$2,366,149

7 filing rows on record

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