Position in PGR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,233,907
+$63,687 QoQ
Shares Held
28,537
-8.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#507
of 1,818 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $299,634,285 across 25 Insurance - Property & Casualty names. PGR ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
2,758,825 | $112,891,119 | |
| 2 | MKL |
Markel Group Inc.
|
26,522 | $51,797,731 | |
| 3 | CB |
Chubb Ltd
|
90,743 | $30,919,769 | |
| 4 | ALL |
Allstate Corp
|
127,397 | $30,312,842 | |
| 5 | TRV |
Travelers Companies, Inc.
|
52,249 | $17,248,439 | |
| 6 | WRB |
Berkley W R Corp
|
243,134 | $17,148,241 | |
| 7 | PGR |
Progressive Corp/Oh/
This page
|
28,537 | $6,233,907 | |
| 8 | CINF |
Cincinnati Financial Corp
|
26,910 | $4,982,117 |
All Filings in PGR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,233,907 | 28,537 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,170,220 | 31,125 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,568,501 | 33,236 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,025,974 | 28,451 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $7,585,495 | 28,425 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $7,953,430 | 28,103 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,057,125 | 33,626 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,802,612 | 30,748 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,219,252 | 29,942 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,737,368 | 32,576 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,340,856 | 52,366 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,797,004 | 48,794 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,421,687 | 33,404 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,694,513 | 32,815 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,032,165 | 31,086 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,602,277 | 30,998 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $3,282,883 | 28,235 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $2,762,775 | 24,237 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,992,641 | 19,412 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,844,407 | 20,405 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,863,043 | 18,970 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,429,273 | 14,949 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $732,008 | 7,403 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $677,458 | 7,156 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $473,530 | 5,911 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $420,371 | 5,693 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||