SEC 13F Intelligence

Gillson Capital LP / AJG

Gillson Capital LP’s Gallagher Arthur J & Co Position

Does Gillson Capital LP own Gallagher Arthur J & Co (AJG)? Yes115.7K shares worth $25M (+2.05% of its 13F portfolio) as of Q1 2026, up from 18.7K shares the prior filed quarter.

Position Value
$25M
Q1 2026
Shares
115.7K
% of Portfolio
+2.05%
Quarters Held
16
currently held

Position History AJG

Reported value by quarter
Q3 ’20: $8MQ3 ’20Q1 ’21: $15MQ3 ’21: $53MQ3 ’21Q4 ’21: $84MQ1 ’22: $88MQ1 ’22Q2 ’22: $68MQ3 ’22: $80MQ3 ’22Q4 ’22: $57MQ1 ’23: $35MQ1 ’23Q2 ’23: $25MQ3 ’23: $39MQ3 ’23Q4 ’23: $29MQ4 ’24: $72MQ4 ’24Q1 ’25: $9MQ2 ’25: $6MQ2 ’25Q1 ’26: $25Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026115.7K$25M+2.05%
Q2 202518.7K$6M+0.46%
Q1 202525.9K$9M+0.76%
Q4 2024254.3K$72M+6.50%
Q4 2023127.7K$29M+3.02%
Q3 2023171.6K$39M+2.90%
Q2 2023113.8K$25M+2.20%
Q1 2023182.8K$35M+2.90%
Q4 2022302.2K$57M+4.31%
Q3 2022469.7K$80M+7.38%
Q2 2022420.0K$68M+6.64%
Q1 2022501.5K$88M+7.00%
Q4 2021497.7K$84M+5.50%
Q3 2021358.1K$53M+3.90%
Q1 2021117.2K$15M+1.23%
Q3 202074.2K$8M+1.14%

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 AJG.