Position in PGR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,654,886
+$338,133 QoQ
Shares Held
16,731
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#609
of 1,812 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Waldron Private Wealth LLC holds $3,936,844 across 2 Insurance - Property & Casualty names. PGR ranks #1 (92.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
This page
|
16,731 | $3,654,886 | |
| 2 | ALL |
Allstate Corp
|
1,185 | $281,958 |
All Filings in PGR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,654,886 | 16,731 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,316,753 | 16,731 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,773,548 | 16,571 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,119,866 | 16,683 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,435,480 | 16,621 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,768,152 | 16,848 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,131,007 | 21,414 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,365,499 | 21,144 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,381,019 | 21,092 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,364,522 | 21,103 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,357,622 | 21,080 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $2,907,887 | 20,875 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $2,736,087 | 20,670 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $3,122,284 | 21,825 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $2,477 | 21,318 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,477,364 | 21,318 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,482,829 | 21,354 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,388,204 | 20,951 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,136,967 | 20,818 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,914,008 | 21,175 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,982,565 | 20,187 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,210,855 | 44,042 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $4,359,816 | 44,092 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,180,627 | 44,160 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,510,980 | 43,827 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $3,288,242 | 44,532 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||