Position in PGR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$62,915,428
-$220,625 QoQ
Shares Held
317,370
+14.5% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91.69990862400354.ToString("F0")%
Shared 4.6759303021709675.ToString("F0")%
None 3.6241610738255035.ToString("F0")%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Evercore Wealth Management, LLC holds $204,263,990 across 6 Insurance - Property & Casualty names. PGR ranks #2 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
420,570 | $137,076,379 | |
| 2 | PGR |
Progressive Corp/Oh/
This page
|
317,370 | $62,915,428 | |
| 3 | TRV |
Travelers Companies, Inc.
|
10,447 | $3,047,180 | |
| 4 | WTM |
White Mountains Insurance Group Ltd
|
200 | $439,392 | |
| 5 | ALL |
Allstate Corp
|
1,915 | $397,055 | |
| 6 | MKL |
Markel Group Inc.
|
203 | $388,556 |
All Filings in PGR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,915,428 | 317,370 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $63,136,053 | 277,253 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $76,985,179 | 311,744 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $71,814,159 | 269,108 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $66,374,051 | 234,529 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $4,217,374 | 17,601 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,524,032 | 17,828 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,705,545 | 17,840 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,697,527 | 17,878 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,836,936 | 17,811 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,657,426 | 19,077 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,687,375 | 20,302 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,995,533 | 20,939 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,715,089 | 20,932 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,697,466 | 23,212 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,701,184 | 23,232 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,648,215 | 23,232 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,398,622 | 23,367 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,112,143 | 23,367 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,294,873 | 23,367 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,235,648 | 23,383 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,244,576 | 22,700 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,206,000 | 23,302 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,871,690 | 23,364 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,745,577 | 23,640 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||