KELLEHER FINANCIAL ADVISORS

Position in PGR — Progressive Corp/Oh/

CIK 1507971 NEW YORK, NY

Position in PGR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$246,193

+$57,865 QoQ

Shares Held

1,127

+18.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,426

of 1,811 holders

Holding Since

Sep 2024

8 quarters on record

Financial Services · as of Jun 30, 2026

KELLEHER FINANCIAL ADVISORS holds $453,169 across 7 Insurance - Property & Casualty names. PGR ranks #1 (54.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/ This page	1,127	$246,193
2	MKL	Markel Group Inc.	40	$78,120
3	TRUP	Trupanion, Inc.	1,700	$42,109
4	CB	Chubb Ltd	101	$34,414
5	ALL	Allstate Corp	119	$28,314
6	TRV	Travelers Companies, Inc.	63	$20,797
7	AIZ	Assurant, Inc.	12	$3,222

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,193	1,127	+18.6%	Shares	Sole	2026-08-06
2026-03-31	$188,328	950	0.0%	Shares	Sole	2026-05-08
2025-12-31	$216,334	950	0.0%	Shares	Sole	2026-01-20
2025-09-30	$234,602	950	0.0%	Shares	Sole	2025-11-14
2025-06-30	$253,517	950	0.0%	Shares	Sole	2025-08-08
2025-03-31	$268,859	950	-4.5%	Shares	Sole	2025-05-14
2024-12-31	$238,411	995	+4.7%	Shares	Sole	2025-01-17
2024-09-30	$241,072	950	—	Shares	Sole	2024-11-08
No filing history on record for this holder in this stock.