Obermeyer Wealth Partners

Position in PGR — Progressive Corp/Oh/

CIK 1349654 ASPEN, CO

Position in PGR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$312,165

+$59,211 QoQ

Shares Held

1,429

+12.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,330

of 1,812 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Obermeyer Wealth Partners holds $2,413,088 across 4 Insurance - Property & Casualty names. PGR ranks #3 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	3,773	$1,285,612
2	ALL	Allstate Corp	2,164	$514,902
3	PGR	Progressive Corp/Oh/ This page	1,429	$312,165
4	TRV	Travelers Companies, Inc.	910	$300,409

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$312,165	1,429	+12.0%	Shares	Sole	2026-07-29
2026-03-31	$252,954	1,276	0.0%	Shares	Sole	2026-04-21
2025-12-31	$290,570	1,276	+35.7%	Shares	Sole	2026-01-29
2025-09-30	$232,133	940	-7.2%	Shares	Sole	2025-10-27
2025-06-30	$270,329	1,013	+18.3%	Shares	Sole	2025-08-05
2025-03-31	$242,256	856	—	Shares	Sole	2025-05-06
No filing history on record for this holder in this stock.