Position in PGR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$349,520
+$71,192 QoQ
Shares Held
1,600
+14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,294
of 1,812 holders
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $4,234,481 across 3 Insurance - Property & Casualty names. PGR ranks #3 (8.3% of the industry book) .
All Filings in PGR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,520 | 1,600 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $278,328 | 1,404 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $327,689 | 1,439 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $336,592 | 1,363 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $394,952 | 1,480 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $688,563 | 2,433 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,442,212 | 6,019 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,585,238 | 6,247 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,563,225 | 7,526 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,352,991 | 11,377 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $384,820 | 2,416 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,162,040 | 8,342 | Shares | Other | 2023-11-13 | |
| 2020-12-31 | $522,284 | 5,282 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||