Position in AFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,393,142
+$10,523,622 QoQ
Shares Held
124,290
+131.1% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#57
of 518 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Gillson Capital LP holds $273,182,489 across 8 Insurance - Property & Casualty names. AFG ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIZ |
Assurant, Inc.
|
464,516 | $124,736,481 | |
| 2 | PGR |
Progressive Corp/Oh/
|
321,100 | $70,144,295 | |
| 3 | CB |
Chubb Ltd
|
54,339 | $18,515,470 | |
| 4 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
311,537 | $18,178,183 | |
| 5 | AFG |
American Financial Group Inc
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|
124,290 | $17,393,142 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
73,178 | $15,668,873 | |
| 7 | BOW |
Bowhead Specialty Holdings Inc.
|
175,236 | $5,244,813 | |
| 8 | HGTY |
Hagerty, Inc.
|
276,949 | $3,301,232 |
All Filings in AFG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,393,142 | 124,290 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,869,520 | 53,790 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,329,153 | 38,990 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $31,270,200 | 214,591 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,285,258 | 49,800 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $16,545,574 | 134,495 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $22,655,680 | 166,000 | Shares | Sole | 2024-05-15 | |
| 2022-09-30 | $21,283,362 | 173,134 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $34,369,633 | 247,602 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $27,721,679 | 190,370 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,782,748 | 56,676 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,905,308 | 86,667 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $13,438,330 | 107,748 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $15,366,531 | 134,676 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $6,651,047 | 99,299 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||