Carson Wealth (CWM LLC)
PRA

Carson Wealth (CWM LLC)’s ProAssurance PRA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PRA Stock Details PRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$59.3K Buy
2,397
+70
+3% +$1.71K ﹤0.01% 3690
2025
Q4 		$56K Sell
2,327
-80
-3% -$1.92K ﹤0.01% 3520
2025
Q3 		$58K Buy
2,407
+118
+5% +$2.81K ﹤0.01% 3412
2025
Q2 		$52K Buy
2,289
+85
+4% +$1.96K ﹤0.01% 3252
2025
Q1 		$51K Buy
2,204
+1,079
+96% +$17.5K ﹤0.01% 2977
2024
Q4 		$18K Buy
1,125
+187
+20% +$2.98K ﹤0.01% 3522
2024
Q3 		$14K Sell
938
-72
-7% -$919 ﹤0.01% 3594
2024
Q2 		$12K Buy
1,010
+207
+26% +$2.81K ﹤0.01% 3444
2024
Q1 		$10K Sell
803
-560
-41% -$7.21K ﹤0.01% 3347
2023
Q4 		$19K Sell
1,363
-32
-2% -$490 ﹤0.01% 2809
2023
Q3 		$26K Buy
1,395
+7
+0.5% +$121 ﹤0.01% 2507
2023
Q2 		$21K Buy
1,388
+1,303
+1,533% +$20.5K ﹤0.01% 2610
2023
Q1 		$2K Buy
+85
New +$1.6K ﹤0.01% 3688
2022
Q4 		– Sell
-137
Closed -$3K – 4188
2022
Q3 		$3K Buy
+137
New +$3.01K ﹤0.01% 3349
2018
Q4 		– Sell
-7
Closed – – 2216
2018
Q3 		$0 Sell
7
-50
-88% -$2.2K ﹤0.01% 1956
2018
Q2 		$2K Buy
57
+50
+714% +$2.09K ﹤0.01% 1411
2018
Q1 		$0 Hold
7
– – ﹤0.01% 1514
2017
Q4 		$0 Hold
7
– – ﹤0.01% 1549
2017
Q3 		$0 Hold
7
– – ﹤0.01% 1539
2017
Q2 		$0 Hold
7
– – ﹤0.01% 1280
2017
Q1 		$0 Buy
+7
New +$402 ﹤0.01% 1283

Other funds holding PRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its ProAssurance (PRA) stake by 3% in Q1 2026, buying an estimated $1.71K and bringing the position to 2,397 shares worth $59.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3690.

Carson Wealth (CWM LLC) first reported a position in PRA in Q1 2017 and has held it in 21 quarters since. 222 funds tracked by Wall St. Rank hold PRA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,397 shares of ProAssurance worth $59.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 70 ProAssurance shares in Q1 2026, an estimated $1.71K.
  • ProAssurance made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3690 holding.
  • Carson Wealth (CWM LLC) first reported a position in ProAssurance in Q1 2017 and has held it in 21 quarters since.
  • 222 funds tracked by Wall St. Rank held ProAssurance as of Q1 2026.

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