Position in WRB
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$550,063
+$32,019 QoQ
Shares Held
7,799
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#523
of 950 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WRB 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. WRB ranks #4 (11.6% 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
This page
|
7,799 | $550,063 | |
| 5 | ALL |
Allstate Corp
|
1,819 | $432,812 | |
| 6 | TRV |
Travelers Companies, Inc.
|
1,248 | $411,989 |
All Filings in WRB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550,063 | 7,799 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $518,044 | 7,816 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $547,006 | 7,801 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $618,170 | 8,068 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $594,298 | 8,089 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $571,343 | 8,029 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $460,786 | 7,874 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $443,742 | 7,822 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $408,380 | 5,197 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $587,064 | 6,638 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $334,788 | 4,734 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $295,101 | 4,648 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $276,835 | 4,648 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $288,886 | 4,640 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $332,806 | 4,586 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $295,324 | 4,573 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $309,354 | 4,532 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $301,785 | 4,532 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $248,570 | 3,017 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||