GC
TWFG

Gillson Capital’s TWFG Inc TWFG Stock Holding History

Gillson Capital’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.58M Buy
148,665
+20,000
+16% +$393K 0.21% 71
2026
Q1 		$2.37M Sell
128,665
-40,400
-24% -$894K 0.19% 64
2025
Q4 		$4.86M Buy
169,065
+21,565
+15% +$586K 0.32% 62
2025
Q3 		$4.05M Hold
147,500
– – 0.35% 57
2025
Q2 		$5.16M Buy
147,500
+1
+0% +$33 0.39% 57
2025
Q1 		$4.56M Buy
147,499
+8,499
+6% +$255K 0.39% 57
2024
Q4 		$4.28M Sell
139,000
-17,151
-11% -$533K 0.39% 59
2024
Q3 		$4.24M Buy
+156,151
New +$4.05M 0.39% 56

Other funds holding TWFG

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GC
Giverny Capital Montreal, Quebec, Canada $2.97B AUM 13.22% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Gillson Capital's TWFG Position: Q2 2026 in Review

Gillson Capital increased its TWFG Inc (TWFG) stake by 16% in Q2 2026, buying an estimated $393K and bringing the position to 148,665 shares worth $3.58M. The position accounts for 0.21% of the portfolio, ranked #71.

Gillson Capital first reported a position in TWFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.16M in Q2 2025. 82 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Gillson Capital held 148,665 shares of TWFG Inc worth $3.58M as of Q2 2026.
  • Gillson Capital bought 20,000 TWFG Inc shares in Q2 2026, an estimated $393K.
  • TWFG Inc made up 0.21% of Gillson Capital's portfolio in Q2 2026, its #71 holding.
  • Gillson Capital first reported a position in TWFG Inc in Q3 2024 and has held it in 8 quarters since.
  • Gillson Capital's TWFG Inc position peaked at $5.16M in Q2 2025.
  • 82 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

Based on Gillson Capital's 13F filing for Q2 2026, filed 14 Aug 2026.