Creative Planning

Position in PGR — Progressive Corp/Oh/

CIK 1540235 OVERLAND PARK, KS

Position in PGR

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$26,755,461

-$51,509 QoQ

Shares Held

134,965

+14.7% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.6905442852273906.ToString("F0")% Shared 0.ToString("F0")% None 99.30945571477261.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $286,763,521 across 34 Insurance - Property & Casualty names. PGR ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	207,902	$67,761,498
2	TRV	Travelers Companies, Inc.	141,423	$41,250,260
3	PGR	Progressive Corp/Oh/ This page	134,965	$26,755,461
4	ALL	Allstate Corp	118,130	$24,493,074
5	CINF	Cincinnati Financial Corp	126,195	$19,856,783
6	MKL	Markel Group Inc.	7,133	$13,653,060
7	CNA	Cna Financial Corp	220,035	$10,104,007
8	WTM	White Mountains Insurance Group Ltd	4,049	$8,895,491

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$26,755,461	134,965	+14.7%	Shares	Defined	2026-05-12
2025-12-31	$26,806,970	117,719	+22.2%	Shares	Defined	2026-02-17
2025-09-30	$23,791,409	96,341	+8.4%	Shares	Sole	2025-11-14
2025-06-30	$23,717,982	88,878	+0.9%	Shares	Sole	2025-08-08
2025-03-31	$24,937,425	88,115	+15.6%	Shares	Sole	2025-05-15
2024-12-31	$18,258,281	76,200	+8.2%	Shares	Defined	2025-02-14
2024-09-30	$17,875,614	70,443	+14.9%	Shares	Defined	2024-10-11
2024-06-30	$12,738,634	61,329	-38.1%	Shares	Defined	2024-08-15
2024-03-31	$20,493,999	99,091	-3.8%	Shares	Defined	2024-05-13
2023-12-31	$16,413,326	103,047	+7.7%	Shares	Defined	2024-02-14
2023-09-30	$13,324,741	95,655	-12.8%	Shares	Defined	2023-11-16
2023-06-30	$14,527,342	109,748	-0.4%	Shares	Defined	2023-07-21
2023-03-31	$15,757,200	110,144	+17.4%	Shares	Sole	2023-05-15
2022-12-31	$12,165,630	93,791	+14.4%	Shares	Sole	2023-02-10
2022-09-30	$9,523,409	81,950	-6.3%	Shares	Sole	2022-11-03
2022-06-30	$10,168,160	87,453	+14.3%	Shares	Sole	2022-08-15
2022-03-31	$8,724,338	76,536	+12.6%	Shares	Sole	2022-05-16
2021-12-31	$6,975,478	67,954	-2.0%	Shares	Sole	2022-02-11
2021-09-30	$6,265,021	69,311	+310.4%	Shares	Sole	2021-11-10
2021-06-30	$1,658,668	16,889	-13.2%	Shares	Sole	2021-08-04
2021-03-31	$1,860,283	19,457	+9.2%	Shares	Sole	2021-04-30
2020-12-31	$1,762,536	17,825	+3.4%	Shares	Sole	2021-01-29
2020-09-30	$1,631,637	17,235	-16.0%	Shares	Sole	2020-11-05
2020-06-30	$1,644,257	20,525	+19.0%	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.