J.W. COLE ADVISORS, INC.

Position in PGR — Progressive Corp/Oh/

CIK 1404763 TAMPA, FL

Position in PGR

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$693,141

-$79,968 QoQ

Shares Held

3,173

-6.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,041

of 1,812 holders

Holding Since

Sep 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $12,479,632 across 11 Insurance - Property & Casualty names. PGR ranks #6 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	8,083	$2,754,201
2	TRV	Travelers Companies, Inc.	7,678	$2,534,661
3	ALL	Allstate Corp	10,244	$2,437,457
4	MKL	Markel Group Inc.	721	$1,408,120
5	CINF	Cincinnati Financial Corp	4,340	$803,507
6	PGR	Progressive Corp/Oh/ This page	3,173	$693,141
7	HCI	HCI Group, Inc.	3,350	$587,087
8	ORI	Old Republic International Corp	10,167	$416,033

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$693,141	3,173	-6.5%	Shares	Sole	2026-07-21
2025-12-31	$773,109	3,395	+1.2%	Shares	Sole	2026-02-11
2025-09-30	$828,270	3,354	-68.4%	Shares	Sole	2025-11-05
2025-06-30	$2,831,384	10,610	+216.7%	Shares	Sole	2025-08-12
2025-03-31	$948,083	3,350	+218.1%	Shares	Sole	2025-05-05
2024-12-31	$252,309	1,053	-6.3%	Shares	Sole	2025-01-31
2024-09-30	$285,226	1,124	+1.4%	Shares	Sole	2024-10-24
2024-06-30	$230,142	1,108	-62.5%	Shares	Sole	2024-08-08
2021-12-31	$302,920	2,951	+1.0%	Shares	Sole	2022-01-25
2021-09-30	$264,119	2,922	-2.6%	Shares	Sole	2021-10-26
2021-06-30	$294,531	2,999	+29.6%	Shares	Sole	2021-08-06
2020-09-30	$219,066	2,314	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.