Position in PGR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$202,721
+$47,698 QoQ
Shares Held
928
+18.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,510
of 1,812 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $1,488,477 across 7 Insurance - Property & Casualty names. PGR ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
1,496 | $493,859 | |
| 2 | CB |
Chubb Ltd
|
1,207 | $411,273 | |
| 3 | PGR |
Progressive Corp/Oh/
This page
|
928 | $202,721 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
402 | $132,583 | |
| 5 | MKL |
Markel Group Inc.
|
49 | $95,697 | |
| 6 | WRB |
Berkley W R Corp
|
1,110 | $78,288 | |
| 7 | CINF |
Cincinnati Financial Corp
|
400 | $74,056 |
All Filings in PGR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,721 | 928 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $155,023 | 782 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $304,689 | 1,338 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $315,602 | 1,278 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $341,313 | 1,279 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $350,932 | 1,240 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $296,876 | 1,239 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $173,825 | 685 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $120,887 | 582 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $138,155 | 668 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $116,433 | 731 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $96,117 | 690 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $82,731 | 625 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $77,252 | 540 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $48,122 | 371 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $13,596 | 117 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||