Position in PGR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,511,583
+$285,426 QoQ
Shares Held
16,075
-1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#620
of 1,812 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $20,447,593 across 17 Insurance - Property & Casualty names. PGR ranks #1 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
This page
|
16,075 | $3,511,583 | |
| 2 | CB |
Chubb Ltd
|
9,741 | $3,319,147 | |
| 3 | ALL |
Allstate Corp
|
10,933 | $2,601,398 | |
| 4 | TRV |
Travelers Companies, Inc.
|
7,600 | $2,508,912 | |
| 5 | RLI |
Rli Corp
|
36,478 | $2,154,755 | |
| 6 | SIGI |
Selective Insurance Group Inc
|
6,788 | $658,503 | |
| 7 | AIZ |
Assurant, Inc.
|
2,381 | $639,369 | |
| 8 | WRB |
Berkley W R Corp
|
9,039 | $637,520 |
All Filings in PGR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,511,583 | 16,075 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,226,157 | 16,274 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,253,434 | 14,287 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,170,985 | 16,890 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $3,927,645 | 14,718 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,609,226 | 12,753 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,910,542 | 12,147 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,768,014 | 10,908 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $2,068,168 | 9,957 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,984,644 | 9,596 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,502,010 | 9,430 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,011,039 | 7,258 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,006,144 | 7,601 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,128,028 | 7,885 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $994,227 | 7,665 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $766,568 | 6,593 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $573,711 | 5,033 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $569,502 | 5,548 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $242,335 | 2,681 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $339,806 | 3,460 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $320,006 | 3,347 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $281,610 | 2,848 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||