AIZ β€” ASSURANT INC

Ownership history in Gillson Capital LP  Β·  22 quarters on record

AI Ownership Summary

Gillson Capital LP reported ASSURANT INC (AIZ) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.15% in 2025 Q4. The latest visible filing shows AIZ at 6.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AIZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gillson Capital LP's position in ASSURANT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AIZ was reported at 6.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.15% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gillson Capital LP held AIZ β€” position size vs. price
% of Fund (quarterly)    AIZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 390,205 +150,168 +62.6% 6.15% $94.0M 2026-02-14 (Est.) $216.60
2025 Q3 ADDED 240,037 +18,787 +8.5% 4.51% $52.0M 2025-11-14 $226.79
2025 Q2 ADDED 221,250 +22,392 +11.3% 3.34% $43.7M 2025-08-14 $210.47
2025 Q1 REDUCED 198,858 -60,765 -23.4% 3.56% $41.7M 2025-05-15 $196.40
2024 Q4 REDUCED 259,623 -36,778 -12.4% 4.99% $55.4M 2025-02-14 $199.82
2024 Q3 ADDED 296,401 +98,399 +49.7% 5.36% $58.9M 2024-11-14 $210.61
2024 Q2 REDUCED 198,002 -20,266 -9.3% 3.18% $32.9M 2024-08-14 $181.11
2024 Q1 ADDED 218,268 +57,946 +36.1% 3.90% $41.1M 2024-05-15 $170.16
2023 Q4 ADDED 160,322 +14,388 +9.9% 2.85% $27.0M 2024-02-14 $166.58
13 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding AIZ

As of 2026 Q1 β€” sorted by position size

Hilltop National Bank 0.05% Ares Financial Consulting, LLC 0.0%

FAQ About Gillson Capital LP and AIZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gillson Capital LP reported owning AIZ?

Gillson Capital LP reported AIZ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AIZ position in Gillson Capital LP's portfolio?

The largest reported portfolio weight for AIZ was 6.15% in 2025 Q4.

What is the latest reported AIZ position on this page?

The most recent filing on this page is 2025 Q4, when Gillson Capital LP reported 390,205 shares, equal to 6.15% of portfolio, with an estimated market value of $94.0M.

What does the chart on this AIZ ownership page compare?

The chart compares Gillson Capital LP's quarterly AIZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Gillson Capital LP Holdings