PWM
PRA

Perigon Wealth Management’s ProAssurance PRA Stock Holding History

Perigon Wealth Management’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
Q2 		– Sell
-8,258
Closed -$204K – 1482
2026
Q1 		$204K Buy
+8,258
New +$202K ﹤0.01% 1212

Other funds holding PRA

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Perigon Wealth Management's PRA Position: Q2 2026 in Review

Perigon Wealth Management sold out of ProAssurance (PRA) in Q2 2026, closing a stake of 8,258 shares — an estimated $204K sold.

Perigon Wealth Management first reported a position in PRA in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 2 funds tracked by Wall St. Rank hold PRA as of Q2 2026.

  • Perigon Wealth Management reported no remaining ProAssurance position as of Q2 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 8,258 ProAssurance shares in Q2 2026, an estimated $204K.
  • Perigon Wealth Management first reported a position in ProAssurance in Q1 2026 and held it in 1 quarter.
  • Perigon Wealth Management's ProAssurance position peaked at $204K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held ProAssurance as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.