OXFORD FINANCIAL GROUP, LTD. LLC
Position in PGR — Progressive Corp/Oh/
CIK 1245862
INDIANAPOLIS, IN
Position in PGR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$476,767
+$45,921 QoQ
Shares Held
2,405
+27.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $2,266,867 across 2 Insurance - Property & Casualty names. PGR ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HGTY |
Hagerty, Inc.
|
170,000 | $1,790,100 | |
| 2 | PGR |
Progressive Corp/Oh/
This page
|
2,405 | $476,767 |
All Filings in PGR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $476,767 | 2,405 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $430,846 | 1,892 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $459,573 | 1,861 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $476,345 | 1,785 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $518,474 | 1,832 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $427,224 | 1,783 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $460,066 | 1,813 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $532,360 | 2,563 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $373,930 | 1,808 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,682,156 | 10,561 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,469,197 | 10,547 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,450,245 | 10,956 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,573,660 | 11,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,426,810 | 11,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,225,666 | 10,547 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,227,927 | 10,561 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,204,418 | 10,566 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,084,599 | 10,566 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $977,387 | 10,813 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,074,908 | 10,945 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,071,883 | 11,211 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,097,370 | 11,098 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,393,542 | 14,720 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,179,219 | 14,720 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,086,924 | 14,720 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||