Perigon Wealth Management, LLC

Position in PGR — Progressive Corp/Oh/

CIK 1575239 SAN FRANCISCO, CA

Position in PGR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,356,356

+$436,126 QoQ

Shares Held

6,209

+33.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#836

of 1,812 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Financial Services · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $25,346,120 across 11 Insurance - Property & Casualty names. PGR ranks #4 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	42,067	$13,887,158
2	CB	Chubb Ltd	12,711	$4,331,146
3	CNA	Cna Financial Corp	29,176	$1,418,245
4	PGR	Progressive Corp/Oh/ This page	6,209	$1,356,356
5	ALL	Allstate Corp	5,366	$1,276,786
6	MKL	Markel Group Inc.	420	$820,264
7	RLI	Rli Corp	13,244	$782,323
8	ORI	Old Republic International Corp	12,871	$526,681

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,356,356	6,209	+33.8%	Shares	Sole	2026-08-07
2026-03-31	$920,230	4,642	-3.8%	Shares	Sole	2026-04-10
2025-12-31	$1,098,976	4,826	-0.8%	Shares	Sole	2026-01-16
2025-09-30	$1,201,164	4,864	-2.3%	Shares	Sole	2025-10-17
2025-06-30	$1,328,695	4,979	+6.0%	Shares	Sole	2025-07-16
2025-03-31	$1,329,014	4,696	+4.3%	Shares	Sole	2025-04-23
2024-12-31	$1,078,963	4,503	+11.9%	Shares	Sole	2025-01-22
2024-09-30	$1,021,384	4,025	+9.9%	Shares	Sole	2024-10-16
2024-06-30	$760,841	3,663	+2.4%	Shares	Sole	2024-08-02
2024-03-31	$739,588	3,576	+10.7%	Shares	Sole	2024-04-29
2023-12-31	$514,633	3,231	+2.2%	Shares	Sole	2024-01-29
2023-09-30	$440,327	3,161	+3.2%	Shares	Sole	2023-10-30
2023-06-30	$405,449	3,063	+90.7%	Shares	Sole	2023-08-02
2023-03-31	$229,754	1,606	+136.2%	Shares	Sole	2023-05-03
2020-12-31	$67,238	680	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.