Focus Partners Wealth

Position in PGR — Progressive Corp/Oh/

CIK 1542153 ST LOUIS, MO

Position in PGR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$17,856,758

+$261,769 QoQ

Shares Held

81,743

-7.9% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#342

of 1,812 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 43% Shared 0% None 57%

Financial Services · as of Jun 30, 2026

Focus Partners Wealth holds $144,821,800 across 20 Insurance - Property & Casualty names. PGR ranks #2 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	143,133	$48,771,138
2	PGR	Progressive Corp/Oh/ This page	81,743	$17,856,758
3	MKL	Markel Group Inc.	8,015	$15,653,375
4	ALL	Allstate Corp	44,496	$10,587,378
5	KNSL	Kinsale Capital Group, Inc.	31,783	$10,482,351
6	ORI	Old Republic International Corp	244,062	$9,987,017
7	THG	Hanover Insurance Group, Inc.	28,384	$6,077,582
8	L	Loews Corp	48,315	$5,469,741

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,856,758	81,743	-7.9%	Shares	Sole	2026-08-12
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	$26,978,169	112,592	+7.1%	Shares	Sole	2025-05-20
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.