PHILLIPS FINANCIAL MANAGEMENT, LLC
Position in PGR — Progressive Corp/Oh/
CIK 1350660
FORT WAYNE, IN
Position in PGR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$281,363
+$21,074 QoQ
Shares Held
1,288
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,369
of 1,812 holders
Holding Since
Mar 2024
10 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, 2026PHILLIPS FINANCIAL MANAGEMENT, LLC holds $616,434 across 2 Insurance - Property & Casualty names. PGR ranks #2 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
1,015 | $335,071 | |
| 2 | PGR |
Progressive Corp/Oh/
This page
|
1,288 | $281,363 |
All Filings in PGR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,363 | 1,288 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $260,289 | 1,313 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $303,095 | 1,331 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $326,467 | 1,322 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $372,269 | 1,395 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $370,177 | 1,308 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $299,272 | 1,249 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $303,243 | 1,195 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $246,551 | 1,187 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $235,361 | 1,138 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||