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Third Avenue Management exited its entire PRA position, held for ~5.5 years.

Sold out of a position that was 260,608 shares worth $6.44M as of the previous filing.
Published · Based on SEC filings

Medium impact
Position exited
2026 Q2

ProAssurance Corp (PRA) is gone from the Third Avenue Management portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on August 12, 2026. A quarter earlier the position was 261K shares worth about $6.4M, or 1.05% of the reported book. PRA had been in the portfolio for 5.5 years, since the quarter ended December 31, 2020.

What did the 2026 Q2 filing report for PRA?

As of June 30, 2026, from the 13F-HR filed August 12, 2026.

Before After
Shares 261K 0
Reported value $6.4M $0
Portfolio weight 1.05% 0%
Held since 2020 Q4 sold out in 2026 Q2
Quarters held 22

What did Third Avenue Management sell?

Third Avenue Management sold 261K shares of PRA between the quarter ended March 31, 2026 and June 30, 2026. The PRA exit was the 5th largest of the quarter's 42 position changes by percent change to portfolio.

Where does PRA sit in the Third Avenue Management portfolio?

Before the sale, PRA carried 1.05% of the Third Avenue Management portfolio, below the fund's average stock position of 2%. The largest stock position is TDW at 9.95%. Next come BCC at 7.47% and VAL at 5.99%. The three largest stocks together are 23.42% of the book. Across the 2026 Q2 portfolio, Third Avenue Management reported 55 stock positions, with 4 opened and 2 closed. The total portfolio value is about $625.3M, up 2% from the prior quarter.

Third Avenue Management buys and sells, 2026 Q2

How long has Third Avenue Management held PRA?

Third Avenue Management held PRA for 5.5 years, from the quarter ended December 31, 2020 to March 31, 2026. The weight peaked at 2.64% in 2025 Q1. Last quarter the fund had already cut the position by 11%, so the exit finishes a two-quarter unwind. Every reported trade is on the Third Avenue Management PRA trade history page.

Third Avenue Management shares of PRA by quarter

FAQ

How many PRA shares did Third Avenue Management sell?

Third Avenue Management sold all 261K shares of PRA it reported a quarter earlier, worth about $6.4M.

When did Third Avenue Management first buy PRA?

Third Avenue Management first reported PRA in the quarter ended December 31, 2020.

How much of the Third Avenue Management portfolio was PRA?

PRA was 1.05% of the Third Avenue Management portfolio at the prior quarter-end, and 0% after the sale.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst