B. Riley Wealth Advisors, Inc.

Position in PGR — Progressive Corp/Oh/

CIK 1464811 MEMPHIS, TN

Position in PGR

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,044,846

-$40,914 QoQ

Shares Held

4,783

-12.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#916

of 1,812 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $4,576,413 across 5 Insurance - Property & Casualty names. PGR ranks #2 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	6,220	$2,119,402
2	PGR	Progressive Corp/Oh/ This page	4,783	$1,044,846
3	TRV	Travelers Companies, Inc.	2,586	$853,690
4	ALL	Allstate Corp	1,395	$331,926
5	MKL	Markel Group Inc.	116	$226,549

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,044,846	4,783	-12.7%	Shares	Sole	2026-07-14
2026-03-31	$1,085,760	5,477	+60.1%	Shares	Sole	2026-04-27
2025-12-31	$779,257	3,422	-27.4%	Shares	Sole	2026-02-17
2025-09-30	$1,163,875	4,713	-8.3%	Shares	Sole	2025-10-31
2025-06-30	$1,371,126	5,138	+8.9%	Shares	Sole	2025-08-19
2024-12-31	$1,130,000	4,716	-6.1%	Shares	Sole	2025-02-25
2024-09-30	$1,274,382	5,022	-21.3%	Shares	Sole	2024-12-13
2024-06-30	$1,325,812	6,383	-19.9%	Shares	Sole	2024-08-19
2024-03-31	$1,648,769	7,972	+7.2%	Shares	Sole	2024-05-16
2023-12-31	$1,184,246	7,435	-6.7%	Shares	Sole	2024-03-15
2023-09-30	$1,110,499	7,972	+9.3%	Shares	Sole	2023-12-01
2023-06-30	$965,903	7,297	-33.9%	Shares	Sole	2023-07-27
2023-03-31	$1,579,382	11,040	+42.1%	Shares	Sole	2023-05-17
2022-12-31	$1,007,457	7,767	+9.9%	Shares	Sole	2023-03-15
2022-09-30	$821,371	7,068	+68.4%	Shares	Other	2022-11-22
2022-06-30	$488,100	4,198	-20.1%	Shares	Other	2022-08-12
2022-03-31	$599,130	5,256	-50.1%	Shares	Other	2022-05-02
2021-12-31	$1,081,315	10,534	+7.9%	Shares	Other	2022-01-28
2021-09-30	$882,658	9,765	+30.3%	Shares	Other	2021-11-16
2021-06-30	$736,182	7,496	+82.6%	Shares	Other	2021-08-10
2021-03-31	$392,574	4,106	-42.8%	Shares	Other	2021-05-13
2020-12-31	$709,562	7,176	-16.0%	Shares	Other	2021-02-04
2020-09-30	$809,142	8,547	+0.6%	Shares	Other	2020-11-09
2020-06-30	$680,853	8,499	+4.3%	Shares	Other	2020-07-31
2020-03-31	$601,720	8,149	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.