Position in PGR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$735,739
+$47,450 QoQ
Shares Held
3,368
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,016
of 1,812 holders
Holding Since
Dec 2023
11 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, 2026Valmark Advisers, Inc. holds $6,063,225 across 6 Insurance - Property & Casualty names. PGR ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
5,594 | $1,906,099 | |
| 2 | CINF |
Cincinnati Financial Corp
|
8,778 | $1,625,158 | |
| 3 | AFG |
American Financial Group Inc
|
8,307 | $1,162,481 | |
| 4 | PGR |
Progressive Corp/Oh/
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|
3,368 | $735,739 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,026 | $338,703 | |
| 6 | ALL |
Allstate Corp
|
1,240 | $295,045 |
All Filings in PGR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $735,739 | 3,368 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $688,289 | 3,472 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $856,454 | 3,761 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $959,400 | 3,885 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $974,039 | 3,650 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $820,729 | 2,900 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $658,927 | 2,750 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $595,067 | 2,345 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $614,613 | 2,959 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $487,888 | 2,359 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $359,017 | 2,254 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||