SEC 13F Intelligence

Gillson Capital LP / AIZ

Gillson Capital LP’s Assurant Inc Position

Does Gillson Capital LP own Assurant Inc (AIZ)? Yes393.0K shares worth $86M (+7.02% of its 13F portfolio) as of Q1 2026, up from 390.2K shares the prior filed quarter.

Position Value
$86M
Q1 2026
Shares
393.0K
% of Portfolio
+7.02%
Quarters Held
23
currently held

Position History AIZ

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $24MQ2 ’19: $27MQ3 ’19: $30MQ3 ’19Q4 ’19: $14MQ1 ’20: $8MQ2 ’20: $14MQ2 ’20Q3 ’20: $12MQ4 ’20: $7MQ1 ’21: $14MQ1 ’21Q2 ’21: $14MQ3 ’21: $16MQ2 ’22: $25MQ2 ’22Q4 ’23: $27MQ1 ’24: $41MQ2 ’24: $33MQ2 ’24Q3 ’24: $59MQ4 ’24: $55MQ1 ’25: $42MQ1 ’25Q2 ’25: $44MQ3 ’25: $52MQ4 ’25: $94MQ4 ’25Q1 ’26: $86Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026393.0K$86M+7.02%
Q4 2025390.2K$94M+6.15%
Q3 2025240.0K$52M+4.51%
Q2 2025221.3K$44M+3.34%
Q1 2025198.9K$42M+3.56%
Q4 2024259.6K$55M+4.99%
Q3 2024296.4K$59M+5.36%
Q2 2024198.0K$33M+3.18%
Q1 2024218.3K$41M+3.90%
Q4 2023160.3K$27M+2.85%
Q2 2022145.9K$25M+2.45%
Q3 2021101.1K$16M+1.17%
Q2 202191.7K$14M+1.34%
Q1 202199.2K$14M+1.18%
Q4 202053.5K$7M+0.80%
Q3 2020100.9K$12M+1.78%
Q2 2020133.2K$14M+2.47%
Q1 202074.1K$8M+1.31%
Q4 2019104.5K$14M+1.18%
Q3 2019236.0K$30M+2.72%
Q2 2019252.2K$27M+2.64%
Q1 2019248.7K$24M+3.04%
Q4 2018129.7K$12M+1.58%

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 AIZ.