Merit Financial Group, LLC

Position in PGR — Progressive Corp/Oh/

CIK 1621225 ALPHARETTA, GA

Position in PGR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,640,901

+$507,920 QoQ

Shares Held

16,667

+5.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#611

of 1,812 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Merit Financial Group, LLC holds $42,425,698 across 19 Insurance - Property & Casualty names. PGR ranks #4 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	51,386	$17,509,260
2	TRV	Travelers Companies, Inc.	20,474	$6,758,873
3	ALL	Allstate Corp	24,418	$5,810,014
4	PGR	Progressive Corp/Oh/ This page	16,667	$3,640,901
5	CINF	Cincinnati Financial Corp	7,377	$1,365,772
6	ORI	Old Republic International Corp	24,501	$1,002,578
7	THG	Hanover Insurance Group, Inc.	4,083	$874,250
8	WRB	Berkley W R Corp	10,844	$764,822

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,640,901	16,667	+5.5%	Shares	Other	2026-07-20
2026-03-31	$3,132,981	15,804	+7.3%	Shares	Other	2026-04-15
2025-12-31	$3,353,400	14,726	+32.3%	Shares	Other	2026-01-26
2025-09-30	$2,747,808	11,127	-2.0%	Shares	Other	2025-11-07
2025-06-30	$3,030,195	11,355	+12.6%	Shares	Sole	2025-07-22
2025-03-31	$2,854,721	10,087	+10.8%	Shares	Sole	2025-04-09
2024-12-31	$2,180,451	9,100	+51.0%	Shares	Sole	2025-01-15
2024-09-30	$1,529,411	6,027	-18.1%	Shares	Sole	2024-10-17
2024-06-30	$1,528,122	7,357	+9.8%	Shares	Sole	2024-08-13
2024-03-31	$1,386,107	6,702	+77.7%	Shares	Sole	2024-05-06
2023-09-30	$525,300	3,771	+8.0%	Shares	Sole	2023-11-07
2023-06-30	$462,368	3,493	+2.6%	Shares	Sole	2023-08-01
2023-03-31	$487,119	3,405	—	Shares	Sole	2023-04-24
No filing history on record for this holder in this stock.