Gillson Capital’s TWFG, Inc. Common Stock TWFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.16M Buy
147,500
+1
+0% +$35 0.39% 57
2025
Q1
$4.56M Buy
147,499
+8,499
+6% +$263K 0.39% 57
2024
Q4
$4.28M Sell
139,000
-17,151
-11% -$528K 0.39% 59
2024
Q3
$4.24M Buy
+156,151
New +$4.24M 0.39% 56