Position in PGR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,574,663
-$1,933,367 QoQ
Shares Held
43,830
-24.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#432
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, 2026Dakota Wealth Management holds $36,043,251 across 6 Insurance - Property & Casualty names. PGR ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
57,257 | $13,623,730 | |
| 2 | PGR |
Progressive Corp/Oh/
This page
|
43,830 | $9,574,663 | |
| 3 | CB |
Chubb Ltd
|
27,932 | $9,517,549 | |
| 4 | TRV |
Travelers Companies, Inc.
|
6,853 | $2,262,312 | |
| 5 | ORI |
Old Republic International Corp
|
15,574 | $637,288 | |
| 6 | MKL |
Markel Group Inc.
|
219 | $427,709 |
All Filings in PGR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,574,663 | 43,830 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $11,508,030 | 58,051 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $14,478,893 | 63,582 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $13,073,779 | 52,941 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $23,351,584 | 87,505 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $36,128,490 | 127,658 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $30,255,554 | 126,270 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $31,084,584 | 122,496 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $23,092,159 | 111,175 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $16,631,223 | 80,414 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $12,234,615 | 76,812 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $10,763,292 | 77,267 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $10,301,165 | 77,821 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $11,184,716 | 78,182 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $10,173,803 | 78,435 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $9,372,917 | 80,655 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $10,007,475 | 86,071 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $9,907,212 | 86,913 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,666,042 | 35,714 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,246,355 | 35,915 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $3,719,212 | 37,870 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,620,750 | 37,870 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,742,608 | 37,850 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,633,907 | 38,385 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $3,075,022 | 38,385 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,934,992 | 39,748 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||