Position in PGR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,692,833
-$463,346 QoQ
Shares Held
12,327
-22.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#678
of 1,812 holders
Holding Since
Mar 2025
6 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, 2026MCDONALD PARTNERS LLC holds $3,293,776 across 7 Insurance - Property & Casualty names. PGR ranks #1 (81.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
This page
|
12,327 | $2,692,833 | |
| 2 | CB |
Chubb Ltd
|
633 | $215,688 | |
| 3 | TRV |
Travelers Companies, Inc.
|
425 | $140,301 | |
| 4 | CINF |
Cincinnati Financial Corp
|
667 | $123,488 | |
| 5 | ALL |
Allstate Corp
|
333 | $79,234 | |
| 6 | AIZ |
Assurant, Inc.
|
130 | $34,908 | |
| 7 | RLI |
Rli Corp
|
124 | $7,324 |
All Filings in PGR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,692,833 | 12,327 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,156,179 | 15,921 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,747,897 | 12,067 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,626,165 | 6,585 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,389,197 | 8,953 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,413,792 | 8,529 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||