Position in ALL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$432,812
+$98,166 QoQ
Shares Held
1,819
+12.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,045
of 1,742 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Avior Wealth Management, LLC holds $4,745,081 across 6 Insurance - Property & Casualty names. ALL ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTM |
White Mountains Insurance Group Ltd
|
619 | $1,283,428 | |
| 2 | PGR |
Progressive Corp/Oh/
|
4,880 | $1,066,036 | |
| 3 | CB |
Chubb Ltd
|
2,937 | $1,000,753 | |
| 4 | WRB |
Berkley W R Corp
|
7,799 | $550,063 | |
| 5 | ALL |
Allstate Corp
This page
|
1,819 | $432,812 | |
| 6 | TRV |
Travelers Companies, Inc.
|
1,248 | $411,989 |
All Filings in ALL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,812 | 1,819 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $334,646 | 1,614 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $314,098 | 1,509 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $323,906 | 1,509 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $278,613 | 1,384 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $298,802 | 1,443 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $261,808 | 1,358 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $252,044 | 1,329 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $202,289 | 1,267 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $285,639 | 1,651 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $515,546 | 3,683 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $538,221 | 4,831 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $523,392 | 4,800 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $531,888 | 4,800 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $501,720 | 3,700 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $572,838 | 4,600 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $668,500 | 5,275 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $841,448 | 6,075 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $714,723 | 6,075 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $620,636 | 4,875 | Shares | Other | 2021-11-02 | |
| 2021-06-30 | $652,460 | 5,002 | Shares | Other | 2021-07-27 | |
| 2021-03-31 | $505,789 | 4,402 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $483,911 | 4,402 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $188,468 | 2,002 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $240,826 | 2,483 | Shares | Other | 2020-07-02 | |
| No filing history on record for this holder in this stock. | ||||||