Position in AIZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$124,736,481
+$39,133,667 QoQ
Shares Held
464,516
+18.2% QoQ
Ownership
0.942%
of shares outstanding
% of Portfolio
7.41%
of 13F equity value
Holder Rank
#26
of 605 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIZ 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. AIZ ranks #1 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIZ |
Assurant, Inc.
This page
|
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
|
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 AIZ
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,736,481 | 464,516 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $85,602,814 | 393,016 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $93,980,874 | 390,205 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $51,992,014 | 240,037 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $43,694,662 | 221,250 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $41,710,465 | 198,858 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $55,356,816 | 259,623 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $58,942,302 | 296,401 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $32,917,832 | 198,002 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $41,086,768 | 218,268 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $27,012,653 | 160,322 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $25,224,691 | 145,934 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $15,948,051 | 101,097 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $14,322,955 | 91,708 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $14,068,545 | 99,235 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,282,184 | 53,459 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $12,237,024 | 100,874 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $13,756,678 | 133,185 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $7,715,567 | 74,124 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||