CONFLUENCE INVESTMENT MANAGEMENT LLC

Position in PGR — Progressive Corp/Oh/

CIK 1442056 ST. LOUIS, MO

Back to PGR Full portfolio

Position in PGR

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$121,765,776

+$6,735,233 QoQ

Shares Held

557,408

-3.9% QoQ

Ownership

0.096%

of shares outstanding

% of Portfolio

2.33%

of 13F equity value

Holder Rank

#108

of 1,812 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in PGR Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

CONFLUENCE INVESTMENT MANAGEMENT LLC holds $376,453,903 across 6 Insurance - Property & Casualty names. PGR ranks #2 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	460,772	$157,003,450
2	PGR	Progressive Corp/Oh/ This page	557,408	$121,765,776
3	WRB	Berkley W R Corp	1,031,752	$73,264,709
4	RLI	Rli Corp	360,253	$21,280,144
5	HGTY	Hagerty, Inc.	132,055	$1,574,095
6	STC	Stewart Information Services Corp	23,716	$1,565,729

All Filings in PGR

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$121,765,776	557,408	-3.9%	Shares	Sole	2026-07-01
2026-03-31	$115,030,543	580,259	-2.9%	Shares	Sole	2026-04-01
2025-12-31	$136,144,222	597,858	+7.9%	Shares	Sole	2026-01-05
2025-09-30	$136,877,223	554,271	-1.3%	Shares	Sole	2025-10-14
2025-06-30	$149,872,845	561,616	-1.1%	Shares	Sole	2025-07-01
2025-03-31	$160,760,999	568,040	-34.7%	Shares	Sole	2025-04-01
2024-12-31	$208,325,080	869,434	-3.5%	Shares	Sole	2025-01-02
2024-09-30	$228,703,737	901,260	-3.8%	Shares	Sole	2024-10-31
2024-06-30	$194,647,948	937,114	+2.7%	Shares	Sole	2024-07-01
2024-03-31	$188,641,969	912,107	-20.7%	Shares	Sole	2024-04-01
2023-12-31	$183,114,181	1,149,637	-9.0%	Shares	Sole	2024-11-05
2023-09-30	$176,055,976	1,263,862	+3.9%	Shares	Sole	2023-10-10
2023-06-30	$160,988,923	1,216,204	-2.2%	Shares	Sole	2023-07-03
2023-03-31	$177,939,744	1,243,812	-3.7%	Shares	Sole	2023-04-04
2022-12-31	$167,484,275	1,291,221	-3.3%	Shares	Sole	2023-01-04
2022-09-30	$155,097,352	1,334,630	-1.3%	Shares	Sole	2022-10-03
2022-06-30	$157,191,110	1,351,949	-0.3%	Shares	Sole	2022-07-12
2022-03-31	$154,629,030	1,356,514	-0.2%	Shares	Sole	2022-04-04
2021-12-31	$139,485,541	1,358,846	+0.3%	Shares	Sole	2022-01-04
2021-09-30	$122,420,600	1,354,360	+0.1%	Shares	Sole	2021-10-04
2021-06-30	$132,817,141	1,352,379	-0.1%	Shares	Sole	2021-07-01
2021-03-31	$129,467,795	1,354,124	-3.0%	Shares	Sole	2021-04-05
2020-12-31	$138,022,241	1,395,856	-4.9%	Shares	Sole	2021-01-25
2020-09-30	$138,989,949	1,468,152	-4.2%	Shares	Sole	2020-10-19
2020-06-30	$122,808,309	1,532,996	-3.3%	Shares	Sole	2020-07-01
2020-03-31	$117,003,393	1,584,553	—	Shares	Sole	2020-06-03
No filing history on record for this holder in this stock.