Position in PGR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$33,794,214
+$7,038,753 QoQ
Shares Held
154,700
+14.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#245
of 1,818 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Creative Planning holds $347,734,821 across 35 Insurance - Property & Casualty names. PGR ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
215,327 | $73,370,521 | |
| 2 | TRV |
Travelers Companies, Inc.
|
152,783 | $50,436,723 | |
| 3 | PGR |
Progressive Corp/Oh/
This page
|
154,700 | $33,794,214 | |
| 4 | ALL |
Allstate Corp
|
136,521 | $32,483,806 | |
| 5 | CINF |
Cincinnati Financial Corp
|
134,765 | $24,950,391 | |
| 6 | MKL |
Markel Group Inc.
|
8,072 | $15,764,695 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
49,954 | $10,696,150 | |
| 8 | WRB |
Berkley W R Corp
|
150,386 | $10,606,724 |
All Filings in PGR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,794,214 | 154,700 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $26,755,461 | 134,965 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $26,806,970 | 117,719 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $23,791,409 | 96,341 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,717,982 | 88,878 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $24,937,425 | 88,115 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,258,281 | 76,200 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $17,875,614 | 70,443 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $12,738,634 | 61,329 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $20,493,999 | 99,091 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $16,413,326 | 103,047 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $13,324,741 | 95,655 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $14,527,342 | 109,748 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $15,757,200 | 110,144 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,165,630 | 93,791 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,523,409 | 81,950 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $10,168,160 | 87,453 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,724,338 | 76,536 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,975,478 | 67,954 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,265,021 | 69,311 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,658,668 | 16,889 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,860,283 | 19,457 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,762,536 | 17,825 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,631,637 | 17,235 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,644,257 | 20,525 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,273,444 | 17,246 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||