BEACON FINANCIAL GROUP

Position in PGR — Progressive Corp/Oh/

CIK 1591379 DALLAS, TX

Position in PGR

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$818,532

+$62,842 QoQ

Shares Held

3,747

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#981

of 1,812 holders

Holding Since

Dec 2023

11 quarters on record

Financial Services · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $8,188,679 across 6 Insurance - Property & Casualty names. PGR ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	9,794	$3,337,207
2	TRV	Travelers Companies, Inc.	5,410	$1,785,949
3	L	Loews Corp	14,552	$1,647,431
4	PGR	Progressive Corp/Oh/ This page	3,747	$818,532
5	WRB	Berkley W R Corp	5,261	$371,058
6	MKL	Markel Group Inc.	117	$228,502

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$818,532	3,747	-1.7%	Shares	Sole	2026-07-16
2026-03-31	$755,690	3,812	+1.8%	Shares	Sole	2026-04-30
2025-12-31	$852,811	3,745	+0.8%	Shares	Sole	2026-04-01
2025-09-30	$917,666	3,716	+0.8%	Shares	Sole	2025-10-08
2025-06-30	$983,912	3,687	+0.8%	Shares	Sole	2025-07-09
2025-03-31	$1,035,533	3,659	+1.1%	Shares	Sole	2025-04-10
2024-12-31	$867,388	3,620	-0.4%	Shares	Sole	2025-01-29
2024-09-30	$922,163	3,634	+1.3%	Shares	Sole	2024-11-12
2024-06-30	$745,055	3,587	-7.9%	Shares	Sole	2024-08-06
2024-03-31	$805,770	3,896	-4.9%	Shares	Sole	2024-05-07
2023-12-31	$652,410	4,096	—	Shares	Sole	2024-02-23
No filing history on record for this holder in this stock.