Avior Wealth Management, LLC
Position in WTM — White Mountains Insurance Group Ltd
CIK 1599868
OMAHA, NE
Position in WTM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,283,428
-$72,096 QoQ
Shares Held
619
+0.3% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#139
of 354 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTM 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. WTM ranks #1 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTM |
White Mountains Insurance Group Ltd
This page
|
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
|
1,819 | $432,812 | |
| 6 | TRV |
Travelers Companies, Inc.
|
1,248 | $411,989 |
All Filings in WTM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,283,428 | 619 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,355,524 | 617 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,282,144 | 617 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,031,327 | 617 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $71,967 | 37 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $62,759 | 37 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $67,245 | 37 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $66,389 | 37 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||