Position in WRB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$987
+$60 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#922
of 947 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Aventura Private Wealth, LLC holds $1,285,171 across 8 Insurance - Property & Casualty names. WRB ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
4,505 | $984,117 | |
| 2 | CB |
Chubb Ltd
|
588 | $200,355 | |
| 3 | L |
Loews Corp
|
508 | $57,510 | |
| 4 | ALL |
Allstate Corp
|
99 | $23,556 | |
| 5 | AIZ |
Assurant, Inc.
|
60 | $16,111 | |
| 6 | TRV |
Travelers Companies, Inc.
|
6 | $1,980 | |
| 7 | WRB |
Berkley W R Corp
This page
|
14 | $987 | |
| 8 | CINF |
Cincinnati Financial Corp
|
3 | $555 |
All Filings in WRB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $987 | 14 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $927 | 14 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $981 | 14 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $12,948 | 169 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $661 | 9 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $640 | 9 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $526 | 9 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||