Smith Salley Wealth Management

Position in PGR — Progressive Corp/Oh/

CIK 1482012 GREENSBORO, NC

Position in PGR

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,014,327

-$308,847 QoQ

Shares Held

9,221

-21.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#742

of 1,812 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Smith Salley Wealth Management holds $27,195,077 across 5 Insurance - Property & Casualty names. PGR ranks #4 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc.	9,151	$17,871,994
2	CB	Chubb Ltd	12,176	$4,148,850
3	TRV	Travelers Companies, Inc.	8,524	$2,813,942
4	PGR	Progressive Corp/Oh/ This page	9,221	$2,014,327
5	ALL	Allstate Corp	1,454	$345,964

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,014,327	9,221	-21.3%	Shares	Sole	2026-07-23
2026-03-31	$2,323,174	11,719	+12.6%	Shares	Sole	2026-04-16
2025-12-31	$2,369,882	10,407	+0.2%	Shares	Sole	2026-01-27
2025-09-30	$2,566,057	10,391	+19.3%	Shares	Sole	2025-10-20
2025-06-30	$2,324,350	8,710	+7.9%	Shares	Sole	2025-07-17
2025-03-31	$2,283,890	8,070	+4.0%	Shares	Sole	2025-04-25
2024-12-31	$1,859,373	7,760	+20.8%	Shares	Sole	2025-01-15
2024-09-30	$1,629,900	6,423	+2.4%	Shares	Sole	2024-10-24
2024-06-30	$1,303,172	6,274	+90.0%	Shares	Sole	2024-07-29
2024-03-31	$682,919	3,302	—	Shares	Sole	2024-05-02
No filing history on record for this holder in this stock.