Position in WRB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,501
+$5,499 QoQ
Shares Held
78
+105.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#869
of 950 holders
Holding Since
Jun 2023
13 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, 2026Avion Wealth holds $206,091 across 18 Insurance - Property & Casualty names. WRB ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
281 | $66,861 | |
| 2 | CB |
Chubb Ltd
|
125 | $42,592 | |
| 3 | PGR |
Progressive Corp/Oh/
|
141 | $30,801 | |
| 4 | TRV |
Travelers Companies, Inc.
|
67 | $22,118 | |
| 5 | L |
Loews Corp
|
95 | $10,754 | |
| 6 | CINF |
Cincinnati Financial Corp
|
38 | $7,035 | |
| 7 | LMND |
Lemonade, Inc.
|
100 | $6,505 | |
| 8 | WRB |
Berkley W R Corp
This page
|
78 | $5,501 |
All Filings in WRB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,501 | 78 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2 | 38 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,137 | 59 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,210 | 68 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $4 | 61 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2 | 48 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2 | 48 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1 | 25 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1 | 23 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2 | 17 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1 | 17 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,079 | 17 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $536 | 9 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||