Gillson Capital LP

Position in PGR — Progressive Corp/Oh/

CIK 1698055 CHICAGO, IL

Position in PGR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$70,144,295

+$53,929,031 QoQ

Shares Held

321,100

+402.5% QoQ

Ownership

0.055%

of shares outstanding

% of Portfolio

4.17%

of 13F equity value

Holder Rank

#164

of 1,812 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Gillson Capital LP holds $273,182,489 across 8 Insurance - Property & Casualty names. PGR ranks #2 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AIZ	Assurant, Inc.	464,516	$124,736,481
2	PGR	Progressive Corp/Oh/ This page	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

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,144,295	321,100	+402.5%	Shares	Sole	2026-08-14
2024-09-30	$16,215,264	63,900	-45.2%	Shares	Sole	2024-11-14
2024-06-30	$24,198,215	116,500	-57.0%	Shares	Sole	2024-08-14
2024-03-31	$56,068,902	271,100	+10.7%	Shares	Sole	2024-05-15
2023-12-31	$39,016,113	244,953	-39.2%	Shares	Sole	2024-02-14
2023-09-30	$56,140,825	403,021	+63.8%	Shares	Sole	2023-11-14
2023-06-30	$32,573,609	246,080	-17.9%	Shares	Sole	2023-08-14
2023-03-31	$42,870,504	299,668	-14.2%	Shares	Sole	2023-05-15
2022-12-31	$45,302,774	349,262	-29.5%	Shares	Sole	2023-02-14
2022-09-30	$57,602,391	495,675	+50.6%	Shares	Sole	2022-11-14
2022-06-30	$38,274,805	329,189	+54.8%	Shares	Sole	2022-08-15
2022-03-31	$24,235,071	212,607	-8.5%	Shares	Sole	2022-05-12
2020-03-31	$17,156,650	232,349	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.