Regal Investment Advisors LLC

Position in PGR — Progressive Corp/Oh/

CIK 1559789 KENTWOOD, MI

Position in PGR

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$225,200

-$41,460 QoQ

Shares Held

1,136

-3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

19 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Financial Services · as of Mar 31, 2026

Regal Investment Advisors LLC holds $7,824,304 across 4 Insurance - Property & Casualty names. PGR ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	38,253	$6,019,109
2	CNA	Cna Financial Corp	20,283	$931,395
3	CB	Chubb Ltd	1,990	$648,600
4	PGR	Progressive Corp/Oh/ This page	1,136	$225,200

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$225,200	1,136	-3.0%	Shares	Sole	2026-05-14
2025-12-31	$266,660	1,171	-10.7%	Shares	Sole	2026-02-17
2025-09-30	$323,751	1,311	+22.1%	Shares	Sole	2025-11-13
2024-12-31	$257,341	1,074	-34.3%	Shares	Sole	2025-02-13
2024-06-30	$339,398	1,634	-11.5%	Shares	Sole	2024-08-15
2024-03-31	$381,789	1,846	-0.9%	Shares	Sole	2024-05-15
2023-12-31	$296,738	1,863	-17.9%	Shares	Sole	2024-02-14
2023-09-30	$315,932	2,268	-2.2%	Shares	Sole	2023-11-13
2023-06-30	$307,098	2,320	-17.8%	Shares	Sole	2023-08-11
2023-03-31	$404,001	2,824	0.0%	Shares	Sole	2023-05-11
2022-12-31	$366,301	2,824	-0.8%	Shares	Sole	2023-03-01
2022-09-30	$330,733	2,846	-42.2%	Shares	Sole	2022-11-15
2022-06-30	$572,746	4,926	-16.4%	Shares	Sole	2022-08-09
2022-03-31	$671,743	5,893	-0.1%	Shares	Sole	2022-05-09
2021-12-31	$605,429	5,898	+0.9%	Shares	Sole	2022-02-10
2021-09-30	$528,510	5,847	+1.7%	Shares	Sole	2021-11-05
2021-06-30	$564,707	5,750	+67.6%	Shares	Sole	2021-08-09
2020-12-31	$339,257	3,431	+33.7%	Shares	Sole	2021-02-12
2020-06-30	$205,642	2,567	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.