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
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

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GC
Giverny Capital Montreal, Quebec, Canada $2.73B AUM 14.09% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Gillson Capital's TWFG Position: Q1 2026 in Review

Gillson Capital reduced its TWFG Inc (TWFG) stake by 24% in Q1 2026, selling an estimated $894K and leaving 128,665 shares worth $2.37M. The position accounts for 0.19% of the portfolio, ranked #64.

Gillson Capital first reported a position in TWFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.16M in Q2 2025. 85 funds tracked by Wall St. Rank hold TWFG as of Q1 2026.

  • Gillson Capital held 128,665 shares of TWFG Inc worth $2.37M as of Q1 2026.
  • Gillson Capital sold 40,400 TWFG Inc shares in Q1 2026, an estimated $894K.
  • TWFG Inc made up 0.19% of Gillson Capital's portfolio in Q1 2026, its #64 holding.
  • Gillson Capital first reported a position in TWFG Inc in Q3 2024 and has held it in 7 quarters since.
  • Gillson Capital's TWFG Inc position peaked at $5.16M in Q2 2025.
  • 85 funds tracked by Wall St. Rank held TWFG Inc as of Q1 2026.

Based on Gillson Capital's 13F filing for Q1 2026, filed 15 May 2026.