Dockside LLC

Position in TWFG — TWFG, Inc.

CIK 2074563 NEW YORK, NY

Back to TWFG Full portfolio

Position in TWFG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$333,140

+$333,140 QoQ

Shares Held

13,852

Ownership

0.026%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#47

of 81 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in TWFG Over Time

Shares Held

Position Value (USD)

Derivatives in TWFG

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$221,452

PutShares

12,042

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

Dockside LLC holds $14,453,223 across 5 Insurance Brokers names. TWFG ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	28,905	$6,635,720
2	AON	Aon plc	18,340	$6,083,194
3	NP	Neptune Insurance Holdings Inc.	30,795	$970,042
4	BWIN	Baldwin Insurance Group, Inc.	16,220	$431,127
5	TWFG	TWFG, Inc. This page	13,852	$333,140

All Filings in TWFG

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$333,140	13,852	-13.4%	Shares	Sole	2026-08-03
2026-03-31	$221,452	12,042	—	Put	Sole	2026-05-11
2025-12-31	$459,945	15,987	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.