Private Wealth Management Group, LLC
Position in ASIC — Ategrity Specialty Insurance Co Holdings
CIK 2011342
PRINCETON, NJ
Position in ASIC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,331
-$1,405 QoQ
Shares Held
97
-48.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 85 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ASIC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Private Wealth Management Group, LLC holds $316,241 across 25 Insurance - Property & Casualty names. ASIC ranks #21 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
205 | $67,674 | |
| 2 | ALL |
Allstate Corp
|
215 | $51,157 | |
| 3 | MKL |
Markel Group Inc.
|
19 | $37,107 | |
| 4 | CINF |
Cincinnati Financial Corp
|
128 | $23,697 | |
| 5 | PGR |
Progressive Corp/Oh/
|
103 | $22,500 | |
| 6 | WRB |
Berkley W R Corp
|
300 | $21,159 | |
| 7 | L |
Loews Corp
|
142 | $16,075 | |
| 8 | CB |
Chubb Ltd
|
37 | $12,607 |
All Filings in ASIC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,331 | 97 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,736 | 189 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,037 | 97 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||