Gillson Capital LP

Position in AJG — Arthur J. Gallagher & Co.

CIK 1698055 CHICAGO, IL

Position in AJG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$25,067,402

+$19,074,116 QoQ

Shares Held

115,742

+518.2% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

2.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Gillson Capital LP holds $66,129,868 across 4 Insurance Brokers names. AJG ranks #2 (37.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	102,720	$33,155,961
2	AJG	Arthur J. Gallagher & Co. This page	115,742	$25,067,402
3	NP	Neptune Insurance Holdings Inc.	229,035	$5,540,356
4	TWFG	TWFG, Inc.	128,665	$2,366,149

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$25,067,402	115,742	+518.2%	Shares	Sole	2026-05-15
2025-06-30	$5,993,286	18,722	-27.7%	Shares	Sole	2025-08-14
2025-03-31	$8,941,716	25,900	-89.8%	Shares	Sole	2025-05-15
2024-12-31	$72,177,378	254,280	+99.2%	Shares	Sole	2025-02-14
2023-12-31	$28,707,056	127,655	-25.6%	Shares	Sole	2024-02-14
2023-09-30	$39,117,802	171,622	+50.8%	Shares	Sole	2023-11-14
2023-06-30	$24,994,970	113,836	-37.7%	Shares	Sole	2023-08-14
2023-03-31	$34,977,781	182,833	-39.5%	Shares	Sole	2023-05-15
2022-12-31	$56,969,434	302,161	-35.7%	Shares	Sole	2023-02-14
2022-09-30	$80,415,698	469,663	+11.8%	Shares	Sole	2022-11-14
2022-06-30	$68,484,299	420,046	-16.2%	Shares	Sole	2022-08-15
2022-03-31	$87,564,344	501,514	+0.8%	Shares	Sole	2022-05-12
2021-12-31	$84,438,311	497,662	+39.0%	Shares	Sole	2022-02-14
2021-09-30	$53,230,227	358,091	+205.5%	Shares	Sole	2021-11-16
2021-03-31	$14,626,288	117,226	+57.9%	Shares	Sole	2021-05-17
2020-09-30	$7,838,575	74,243	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.