Position in PGR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$37,127,325
+$4,433,585 QoQ
Shares Held
169,958
+3.1% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
3.11%
of 13F equity value
Holder Rank
#228
of 1,812 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Heritage Wealth Advisors holds $52,605,426 across 11 Insurance - Property & Casualty names. PGR ranks #1 (70.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
This page
|
169,958 | $37,127,325 | |
| 2 | MKL |
Markel Group Inc.
|
7,272 | $14,202,288 | |
| 3 | AIZ |
Assurant, Inc.
|
1,348 | $361,978 | |
| 4 | CB |
Chubb Ltd
|
786 | $267,821 | |
| 5 | WRB |
Berkley W R Corp
|
2,863 | $201,927 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
485 | $159,957 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
673 | $144,102 | |
| 8 | TRV |
Travelers Companies, Inc.
|
194 | $64,043 |
All Filings in PGR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,127,325 | 169,958 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,693,740 | 164,920 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $43,320,997 | 190,238 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $46,000,117 | 186,273 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $48,952,264 | 183,438 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $52,139,781 | 184,233 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $44,566,980 | 185,998 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $50,062,026 | 197,281 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $41,134,888 | 198,040 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $40,618,620 | 196,396 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $32,938,148 | 206,794 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $32,144,589 | 230,758 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $29,702,239 | 224,388 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $31,604,529 | 220,918 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $27,482,176 | 211,874 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $23,744,492 | 204,324 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $22,702,531 | 195,257 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $20,940,532 | 183,705 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $17,266,653 | 168,209 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $13,828,856 | 152,991 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $14,117,982 | 143,753 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $11,991,119 | 125,417 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $9,397,159 | 95,036 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $8,953,415 | 94,575 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $7,931,130 | 99,003 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $4,805,950 | 65,086 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||