Position in PGR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$200,974
-$5,970 QoQ
Shares Held
920
+9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,512
of 1,812 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $3,480,726 across 6 Insurance - Property & Casualty names. PGR ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
21,262 | $870,041 | |
| 2 | ALL |
Allstate Corp
|
3,403 | $809,709 | |
| 3 | CB |
Chubb Ltd
|
2,066 | $703,968 | |
| 4 | TRV |
Travelers Companies, Inc.
|
1,941 | $640,762 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
774 | $255,272 | |
| 6 | PGR |
Progressive Corp/Oh/
This page
|
920 | $200,974 |
All Filings in PGR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,974 | 920 | Shares | Sole | 2026-07-24 | |
| 2025-09-30 | $206,944 | 838 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $238,572 | 894 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $254,992 | 901 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||