Carson Wealth (CWM LLC)
AHL

Carson Wealth (CWM LLC)’s Aspen Insurance AHL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AHL Stock Details AHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,268
Closed -$47K – 5842
2025
Q4 		$47K Buy
+1,268
New +$46.8K ﹤0.01% 3655

Other funds holding AHL

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AHL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Aspen Insurance (AHL) in Q1 2026, closing a stake of 1,268 shares — an estimated $47K sold.

Carson Wealth (CWM LLC) first reported a position in AHL in Q4 2025 and held it in 1 quarter. The position peaked at $47K in Q4 2025. 1 fund tracked by Wall St. Rank holds AHL as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Aspen Insurance position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,268 Aspen Insurance shares in Q1 2026, an estimated $47K.
  • Carson Wealth (CWM LLC) first reported a position in Aspen Insurance in Q4 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Aspen Insurance position peaked at $47K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Aspen Insurance as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.