SEC 13F Intelligence

Gillson Capital LP / PGR

Gillson Capital LP’s Progressive Corp Position

Does Gillson Capital LP own Progressive Corp (PGR)? Not currently — the last reported position was 63.9K shares worth $16M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$16M
Q3 2024
Shares
63.9K
% of Portfolio
+1.47%
Quarters Held
12
position exited

Position History PGR

Reported value by quarter
Q1 ’20: $17MQ1 ’20Q1 ’22: $24MQ2 ’22: $38MQ2 ’22Q3 ’22: $58MQ4 ’22: $45MQ4 ’22Q1 ’23: $43MQ2 ’23: $33MQ2 ’23Q3 ’23: $56MQ4 ’23: $39MQ4 ’23Q1 ’24: $56MQ2 ’24: $24MQ2 ’24Q3 ’24: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202463.9K$16M+1.47%
Q2 2024116.5K$24M+2.33%
Q1 2024271.1K$56M+5.33%
Q4 2023245.0K$39M+4.11%
Q3 2023403.0K$56M+4.16%
Q2 2023246.1K$33M+2.87%
Q1 2023299.7K$43M+3.55%
Q4 2022349.3K$45M+3.43%
Q3 2022495.7K$58M+5.28%
Q2 2022329.2K$38M+3.71%
Q1 2022212.6K$24M+1.94%
Q1 2020232.3K$17M+2.91%

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 PGR.