Sowell Financial Services LLC

Position in PGR — Progressive Corp/Oh/

CIK 1633697 NORTH LITTLE ROCK, AR

Position in PGR

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

Position Value

$599,208

-$2,053 QoQ

Shares Held

2,743

-9.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,107

of 1,812 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $12,066,284 across 10 Insurance - Property & Casualty names. PGR ranks #5 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	14,315	$3,406,111
2	UVE	Universal Insurance Holdings, Inc.	80,634	$3,335,022
3	CB	Chubb Ltd	7,236	$2,465,594
4	MKL	Markel Group Inc.	543	$1,060,484
5	PGR	Progressive Corp/Oh/ This page	2,743	$599,208
6	L	Loews Corp	2,463	$278,836
7	WRB	Berkley W R Corp	3,443	$242,834
8	AFG	American Financial Group Inc	1,708	$239,017

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$599,208	2,743	-9.6%	Shares	Sole	2026-07-20
2026-03-31	$601,261	3,033	+5.2%	Shares	Sole	2026-04-20
2025-12-31	$656,289	2,882	-2.3%	Shares	Sole	2026-01-21
2025-09-30	$728,749	2,951	-6.8%	Shares	Sole	2025-10-17
2025-06-30	$844,878	3,166	-34.2%	Shares	Sole	2025-07-14
2025-03-31	$1,362,127	4,813	+119.5%	Shares	Sole	2025-04-17
2023-03-31	$313,730	2,193	-82.8%	Shares	Sole	2023-05-12
2021-06-30	$1,252,963	12,758	-5.3%	Shares	Sole	2021-08-05
2021-03-31	$1,288,153	13,473	+4.1%	Shares	Sole	2021-05-07
2020-12-31	$1,280,100	12,946	-5.3%	Shares	Sole	2021-01-13
2020-09-30	$1,293,665	13,665	-22.0%	Shares	Sole	2020-11-12
2020-06-30	$1,403,366	17,518	-24.9%	Shares	Sole	2020-08-13
2020-03-31	$1,722,982	23,334	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.