Position in PGR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,979,375
-$2,215,779 QoQ
Shares Held
9,061
-57.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#748
of 1,812 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $71,922,203 across 13 Insurance - Property & Casualty names. PGR ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
195,664 | $46,556,292 | |
| 2 | TRV |
Travelers Companies, Inc.
|
38,042 | $12,558,425 | |
| 3 | CB |
Chubb Ltd
|
17,017 | $5,798,372 | |
| 4 | PGR |
Progressive Corp/Oh/
This page
|
9,061 | $1,979,375 | |
| 5 | WRB |
Berkley W R Corp
|
16,943 | $1,194,989 | |
| 6 | MKL |
Markel Group Inc.
|
367 | $716,754 | |
| 7 | SIGI |
Selective Insurance Group Inc
|
5,808 | $563,434 | |
| 8 | UVE |
Universal Insurance Holdings, Inc.
|
13,482 | $557,615 |
All Filings in PGR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,979,375 | 9,061 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,195,154 | 21,162 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,256,477 | 9,909 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $3,220,466 | 12,068 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,159,208 | 4,096 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $545,112 | 2,275 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $620,189 | 2,444 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $392,987 | 1,892 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $326,568 | 1,579 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $241,627 | 1,517 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $208,253 | 1,495 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $1,088,213 | 8,221 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,351,689 | 65,369 | Shares | Sole | 2023-06-05 | |
| 2022-06-30 | $216,029 | 1,858 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $209,741 | 1,840 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||