SEC 13F Intelligence

Gillson Capital LP / ACGL

Gillson Capital LP’s Arch Cap Group Ltd Position

Does Gillson Capital LP own Arch Cap Group Ltd (ACGL)? Not currently — the last reported position was 110.0K shares worth $11M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$11M
Q1 2025
Shares
110.0K
% of Portfolio
+0.90%
Quarters Held
8
position exited

Position History ACGL

Reported value by quarter
Q2 ’19: $10MQ2 ’19Q3 ’19: $21MQ3 ’19Q2 ’20: $6MQ2 ’20Q3 ’20: $4MQ3 ’20Q1 ’21: $5MQ1 ’21Q4 ’22: $18MQ4 ’22Q4 ’24: $4MQ4 ’24Q1 ’25: $11MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025110.0K$11M+0.90%
Q4 202439.7K$4M+0.33%
Q4 2022290.1K$18M+1.38%
Q1 2021141.8K$5M+0.46%
Q3 2020132.5K$4M+0.56%
Q2 2020221.3K$6M+1.14%
Q3 2019491.1K$21M+1.89%
Q2 2019260.4K$10M+0.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gillson Capital LP’s full portfolio or all institutional holders of ACGL.