Focus Partners Wealth

Position in PGR — Progressive Corp/Oh/

CIK 1542153 ST LOUIS, MO

Position in PGR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$17,594,989

-$6,502,569 QoQ

Shares Held

88,756

-16.1% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 42.29971640268577.ToString("F0")% Shared 0.ToString("F0")% None 57.700283597314225.ToString("F0")%

Financial Services · as of Mar 31, 2026

Focus Partners Wealth holds $152,147,863 across 20 Insurance - Property & Casualty names. PGR ranks #3 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	143,065	$46,629,175
2	ORI	Old Republic International Corp	584,757	$23,331,804
3	PGR	Progressive Corp/Oh/ This page	88,756	$17,594,989
4	MKL	Markel Group Inc.	8,262	$15,814,045
5	ALL	Allstate Corp	64,708	$13,416,556
6	KNSL	Kinsale Capital Group, Inc.	27,970	$9,556,230
7	L	Loews Corp	48,501	$5,176,996
8	CINF	Cincinnati Financial Corp	27,202	$4,280,234

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,594,989	88,756	-16.1%	Shares	Sole	2026-05-15
2025-12-31	$24,097,558	105,821	-11.8%	Shares	Sole	2026-02-13
2025-09-30	$29,624,862	119,963	+4.0%	Shares	Sole	2025-11-14
2025-06-30	$30,769,491	115,302	+2.6%	Shares	Sole	2025-08-14
2025-03-31	$31,796,456	112,351	-0.2%	Shares	Sole	2025-05-20
2024-12-31	$26,987,513	112,631	+7.2%	Shares	Sole	2025-05-29
2024-09-30	$26,669,160	105,096	-41.8%	Shares	Sole	2024-11-14
2024-06-30	$37,524,888	180,660	+2780.9%	Shares	Sole	2024-08-15
2024-03-31	$1,296,968	6,271	+114.0%	Shares	Sole	2024-05-16
2023-12-31	$466,849	2,931	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.