Position in PGR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$832,294
+$139,644 QoQ
Shares Held
3,810
+9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#977
of 1,811 holders
Holding Since
Mar 2023
14 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, 2026HBK Sorce Advisory LLC holds $6,340,649 across 7 Insurance - Property & Casualty names. PGR ranks #4 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
36,544 | $1,495,380 | |
| 2 | TRV |
Travelers Companies, Inc.
|
4,223 | $1,394,096 | |
| 3 | CB |
Chubb Ltd
|
2,817 | $959,864 | |
| 4 | PGR |
Progressive Corp/Oh/
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|
3,810 | $832,294 | |
| 5 | CINF |
Cincinnati Financial Corp
|
3,541 | $655,580 | |
| 6 | WRB |
Berkley W R Corp
|
8,384 | $591,323 | |
| 7 | ALL |
Allstate Corp
|
1,732 | $412,112 |
All Filings in PGR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $832,294 | 3,810 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $692,650 | 3,494 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $775,158 | 3,404 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $956,190 | 3,872 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,053,296 | 3,947 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,147,605 | 4,055 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $977,608 | 4,080 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,075,942 | 4,240 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $893,153 | 4,300 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $867,609 | 4,195 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $626,926 | 3,936 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $543,130 | 3,899 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $444,101 | 3,355 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $306,863 | 2,145 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||