SEC 13F Intelligence

Gillson Capital LP / AXS

Gillson Capital LP’s Axis Cap Hldgs Ltd Position

Does Gillson Capital LP own Axis Cap Hldgs Ltd (AXS)? Yes203.2K shares worth $21M (+1.69% of its 13F portfolio) as of Q1 2026, down from 240.8K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
203.2K
% of Portfolio
+1.69%
Quarters Held
14
currently held

Position History AXS

Reported value by quarter
Q4 ’18: $38MQ4 ’18Q1 ’19: $28MQ2 ’19: $27MQ2 ’19Q3 ’19: $27MQ1 ’20: $9MQ1 ’20Q2 ’20: $3MQ3 ’21: $7MQ3 ’21Q4 ’21: $8MQ2 ’24: $11MQ2 ’24Q3 ’24: $15MQ4 ’24: $9MQ4 ’24Q1 ’25: $9MQ4 ’25: $26MQ4 ’25Q1 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026203.2K$21M+1.69%
Q4 2025240.8K$26M+1.69%
Q1 202591.6K$9M+0.78%
Q4 2024102.2K$9M+0.82%
Q3 2024194.4K$15M+1.41%
Q2 2024150.0K$11M+1.02%
Q4 2021152.3K$8M+0.54%
Q3 2021154.4K$7M+0.52%
Q2 202075.8K$3M+0.55%
Q1 2020230.9K$9M+1.51%
Q3 2019402.2K$27M+2.46%
Q2 2019460.5K$27M+2.70%
Q1 2019503.4K$28M+3.56%
Q4 2018740.8K$38M+5.21%

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 AXS.