Asset Dedication, LLC

Position in PGR — Progressive Corp/Oh/

CIK 1475896 SAN FRANCISCO, CA

Position in PGR

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

Position Value

$1,237,082

+$104,736 QoQ

Shares Held

5,663

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#865

of 1,811 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Asset Dedication, LLC holds $6,668,806 across 13 Insurance - Property & Casualty names. PGR ranks #3 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	12,070	$3,984,548
2	CB	Chubb Ltd	3,670	$1,250,515
3	PGR	Progressive Corp/Oh/ This page	5,663	$1,237,082
4	KNSL	Kinsale Capital Group, Inc.	207	$68,270
5	MCY	Mercury General Corp	273	$29,107
6	CINF	Cincinnati Financial Corp	151	$27,956
7	ALL	Allstate Corp	109	$25,935
8	WRB	Berkley W R Corp	311	$21,934

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,237,082	5,663	-0.9%	Shares	Sole	2026-07-30
2026-03-31	$1,132,346	5,712	-1.7%	Shares	Sole	2026-05-29
2025-12-31	$1,323,280	5,811	-0.7%	Shares	Sole	2026-01-26
2025-09-30	$1,445,398	5,853	+0.4%	Shares	Sole	2025-11-20
2025-06-30	$1,556,327	5,832	+1.5%	Shares	Sole	2025-08-19
2025-03-31	$1,625,892	5,745	-2.3%	Shares	Sole	2025-05-01
2024-12-31	$1,408,906	5,880	+4.8%	Shares	Sole	2025-01-23
2024-09-30	$1,423,847	5,611	-2.2%	Shares	Sole	2024-10-15
2024-06-30	$1,192,047	5,739	+0.1%	Shares	Sole	2024-08-06
2024-03-31	$1,185,492	5,732	0.0%	Shares	Sole	2024-04-16
2023-12-31	$912,992	5,732	-0.0%	Shares	Sole	2024-02-08
2023-09-30	$798,606	5,733	+0.5%	Shares	Sole	2023-11-13
2023-06-30	$754,906	5,703	-2.4%	Shares	Sole	2023-08-22
2023-03-31	$835,899	5,843	0.0%	Shares	Sole	2023-04-24
2022-12-31	$757,895	5,843	-4.5%	Shares	Sole	2023-01-19
2022-09-30	$711,205	6,120	-1.4%	Shares	Sole	2022-10-27
2022-03-31	$707,193	6,204	0.0%	Shares	Sole	2022-04-21
2021-12-31	$636,840	6,204	-4.4%	Shares	Sole	2022-01-21
2021-09-30	$586,811	6,492	-5.1%	Shares	Sole	2021-10-18
2021-06-30	$671,559	6,838	+8.5%	Shares	Sole	2021-07-21
2021-03-31	$602,821	6,305	-13.0%	Shares	Sole	2021-05-03
2020-12-31	$716,187	7,243	0.0%	Shares	Sole	2021-01-28
2020-09-30	$685,694	7,243	+11.1%	Shares	Sole	2020-10-20
2020-06-30	$522,076	6,517	+14.0%	Shares	Sole	2020-08-24
2020-03-31	$422,069	5,716	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.