GILLSON CAPITAL LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UNM | 246K | $19.13M |
 | AIZ | 240K | $51.99M |
 | SYF | 218K | $15.51M |
 | AFG | 215K | $31.27M |
 | MIAX | 207K | $8.33M |
 | JKHY | 204K | $30.38M |
 | LNC | 198K | $7.98M |
 | PCTY | 191K | $30.43M |
 | LINE | 189K | $7.31M |
 | HGTY | 175K | $2.11M |
 | AII | 175K | $3.90M |
 | CINF | 172K | $27.18M |
 | APLD | 161K | $3.68M |
 | CSGP | 149K | $12.60M |
 | TWFG | 148K | $4.05M |
 | AON | 141K | $50.16M |
 | V | 138K | $47.01M |
 | AFRM | 122K | $8.92M |
 | MCO | 114K | $54.16M |
 | ALL | 113K | $24.30M |
Unum Group
UNM
Shares Held
246K
Value
$19.13M
Assurant, Inc.
AIZ
Shares Held
240K
Value
$51.99M
Synchrony Financial
SYF
Shares Held
218K
Value
$15.51M
American Financial Group, Inc.
AFG
Shares Held
215K
Value
$31.27M
MIAMI INTERNATIONAL HOLDINGS, INC.
MIAX
Shares Held
207K
Value
$8.33M
Jack Henry & Associates, Inc.
JKHY
Shares Held
204K
Value
$30.38M
Lincoln National Corporation
LNC
Shares Held
198K
Value
$7.98M
Paylocity Holding Corporation
PCTY
Shares Held
191K
Value
$30.43M
Lineage, Inc.
LINE
Shares Held
189K
Value
$7.31M
Hagerty, Inc.
HGTY
Shares Held
175K
Value
$2.11M
American Integrity Insurance Group, Inc.
AII
Shares Held
175K
Value
$3.90M
Cincinnati Financial Corporation
CINF
Shares Held
172K
Value
$27.18M
Applied Digital Corporation
APLD
Shares Held
161K
Value
$3.68M
CoStar Group, Inc.
CSGP
Shares Held
149K
Value
$12.60M
TWFG, Inc. Common Stock
TWFG
Shares Held
148K
Value
$4.05M
Aon plc
AON
Shares Held
141K
Value
$50.16M
Visa Inc.
V
Shares Held
138K
Value
$47.01M
Affirm Holdings, Inc.
AFRM
Shares Held
122K
Value
$8.92M
Moody's Corporation
MCO
Shares Held
114K
Value
$54.16M
The Allstate Corporation
ALL
Shares Held
113K
Value
$24.30M