Position in PGR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$34,515
+$4,978 QoQ
Shares Held
158
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,617
of 1,785 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $113,452 across 15 Insurance - Property & Casualty names. PGR ranks #1 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
This page
|
158 | $34,515 | |
| 2 | CB |
Chubb Ltd
|
70 | $23,851 | |
| 3 | TRV |
Travelers Companies, Inc.
|
68 | $22,448 | |
| 4 | ALL |
Allstate Corp
|
50 | $11,897 | |
| 5 | WRB |
Berkley W R Corp
|
85 | $5,995 | |
| 6 | CINF |
Cincinnati Financial Corp
|
25 | $4,628 | |
| 7 | L |
Loews Corp
|
38 | $4,301 | |
| 8 | MKL |
Markel Group Inc.
|
1 | $1,953 |
All Filings in PGR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,515 | 158 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $29,537 | 149 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $33,474 | 147 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $32,597 | 132 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $31,222 | 117 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $33,112 | 117 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $28,034 | 117 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $29,689 | 117 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $60,235 | 290 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $58,736 | 284 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $16,087 | 101 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $14,069 | 101 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $13,369 | 101 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $14,449 | 101 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $12,192 | 94 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $9,529 | 82 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $9,534 | 82 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $9,347 | 82 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $8,417 | 82 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $8,948 | 99 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $9,722 | 99 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $9,465 | 99 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $8,899 | 90 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $8,520 | 90 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $6,248 | 78 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $5,390 | 73 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||