Position in PGR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,066,036
+$98,031 QoQ
Shares Held
4,880
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#911
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, 2026Avior Wealth Management, LLC holds $4,745,081 across 6 Insurance - Property & Casualty names. PGR ranks #2 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTM |
White Mountains Insurance Group Ltd
|
619 | $1,283,428 | |
| 2 | PGR |
Progressive Corp/Oh/
This page
|
4,880 | $1,066,036 | |
| 3 | CB |
Chubb Ltd
|
2,937 | $1,000,753 | |
| 4 | WRB |
Berkley W R Corp
|
7,799 | $550,063 | |
| 5 | ALL |
Allstate Corp
|
1,819 | $432,812 | |
| 6 | TRV |
Travelers Companies, Inc.
|
1,248 | $411,989 |
All Filings in PGR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,066,036 | 4,880 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $968,005 | 4,883 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $553,587 | 2,431 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $762,581 | 3,088 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $601,502 | 2,254 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $944,404 | 3,337 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $761,959 | 3,180 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $817,360 | 3,221 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $649,093 | 3,125 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $782,193 | 3,782 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $62,756 | 394 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $59,759 | 429 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $63,537 | 480 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $78,253 | 547 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $653,868 | 5,041 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $771,750 | 6,641 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $903,534 | 7,771 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $885,815 | 7,771 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $797,692 | 7,771 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $702,419 | 7,771 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $821,624 | 8,366 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $426,993 | 4,466 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $337,773 | 3,416 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $541,133 | 5,716 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $602,427 | 7,520 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $634,284 | 8,590 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||