BSW Wealth Partners

Position in PGR — Progressive Corp/Oh/

CIK 1512601 BOULDER, CO

Position in PGR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$670,641

+$186,738 QoQ

Shares Held

3,070

+25.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,054

of 1,812 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BSW Wealth Partners holds $3,900,252 across 4 Insurance - Property & Casualty names. PGR ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	5,999	$1,980,389
2	ALL	Allstate Corp	3,062	$728,572
3	PGR	Progressive Corp/Oh/ This page	3,070	$670,641
4	CB	Chubb Ltd	1,528	$520,650

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$670,641	3,070	+25.8%	Shares	Sole	2026-07-15
2026-03-31	$483,903	2,441	+17.4%	Shares	Sole	2026-04-14
2025-12-31	$473,657	2,080	+1.7%	Shares	Sole	2026-01-23
2025-09-30	$505,259	2,046	-1.5%	Shares	Sole	2025-10-15
2025-06-30	$554,535	2,078	+1.3%	Shares	Sole	2025-07-18
2025-03-31	$580,736	2,052	-3.2%	Shares	Sole	2025-04-24
2024-12-31	$507,733	2,119	+2.5%	Shares	Sole	2025-01-22
2024-09-30	$524,521	2,067	+75.3%	Shares	Sole	2024-10-29
2024-06-30	$244,890	1,179	+1.8%	Shares	Sole	2024-07-16
2024-03-31	$239,497	1,158	-32.9%	Shares	Sole	2024-04-23
2023-12-31	$275,076	1,727	+4.2%	Shares	Sole	2024-01-25
2023-09-30	$230,959	1,658	+15.1%	Shares	Sole	2023-10-27
2023-03-31	$206,149	1,441	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.