EXENCIAL WEALTH ADVISORS, LLC

Position in PGR — Progressive Corp/Oh/

CIK 1576151 OKLAHOMA CITY, OK

Position in PGR

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$491,436

-$92,893 QoQ

Shares Held

2,479

-3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $4,429,636 across 4 Insurance - Property & Casualty names. PGR ranks #2 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	10,052	$3,276,248
2	PGR	Progressive Corp/Oh/ This page	2,479	$491,436
3	KMPR	KEMPER Corp	11,849	$362,105
4	TRV	Travelers Companies, Inc.	1,028	$299,847

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$491,436	2,479	-3.4%	Shares	Sole	2026-04-28
2025-12-31	$584,329	2,566	+8.8%	Shares	Sole	2026-01-30
2025-09-30	$582,555	2,359	-12.3%	Shares	Sole	2025-10-27
2025-06-30	$718,120	2,691	-9.8%	Shares	Sole	2025-07-30
2025-03-31	$844,784	2,985	+198.8%	Shares	Sole	2025-05-09
2024-06-30	$207,502	999	+1.1%	Shares	Sole	2024-08-12
2024-03-31	$204,338	988	-88.9%	Shares	Sole	2024-05-10
2023-12-31	$1,416,636	8,894	-8.8%	Shares	Sole	2024-02-13
2023-09-30	$1,358,732	9,754	-0.2%	Shares	Sole	2023-11-08
2023-06-30	$1,293,916	9,775	-16.5%	Shares	Sole	2023-08-10
2023-03-31	$1,674,517	11,705	+18.3%	Shares	Sole	2023-05-02
2022-12-31	$1,282,961	9,891	-19.7%	Shares	Sole	2023-02-14
2022-09-30	$1,431,707	12,320	-5.8%	Shares	Sole	2022-11-08
2022-06-30	$1,520,579	13,078	-3.3%	Shares	Sole	2022-08-11
2022-03-31	$1,541,258	13,521	+0.2%	Shares	Sole	2022-05-12
2021-12-31	$1,385,364	13,496	-20.4%	Shares	Sole	2022-02-10
2021-09-30	$1,531,929	16,948	-1.1%	Shares	Sole	2021-11-04
2021-06-30	$1,683,221	17,139	+297.2%	Shares	Sole	2021-08-16
2021-03-31	$412,557	4,315	-4.3%	Shares	Sole	2021-05-06
2020-12-31	$445,751	4,508	-50.4%	Shares	Sole	2021-02-11
2020-09-30	$859,887	9,083	+92.9%	Shares	Sole	2020-11-13
2020-06-30	$377,157	4,708	—	Shares	Sole	2020-08-17
No filing history on record for this holder in this stock.