Position in PGR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,144,022
-$93,590 QoQ
Shares Held
5,237
-16.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#889
of 1,812 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Derivatives in PGR
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$182,176
PutShares
800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $16,792,772 across 8 Insurance - Property & Casualty names. PGR ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
22,075 | $7,521,835 | |
| 2 | TRV |
Travelers Companies, Inc.
|
12,131 | $4,004,685 | |
| 3 | ALL |
Allstate Corp
|
8,246 | $1,962,053 | |
| 4 | PGR |
Progressive Corp/Oh/
This page
|
5,237 | $1,144,022 | |
| 5 | MKL |
Markel Group Inc.
|
521 | $1,017,518 | |
| 6 | WRB |
Berkley W R Corp
|
8,161 | $575,595 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,769 | $327,512 | |
| 8 | L |
Loews Corp
|
2,116 | $239,552 |
All Filings in PGR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,144,022 | 5,237 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,237,612 | 6,243 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $182,176 | 800 | Put | Sole | 2026-02-05 | |
| 2025-12-31 | $1,343,092 | 5,898 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,909,911 | 7,734 | Shares | Sole | 2025-11-04 | |
| 2025-09-30 | $197,560 | 800 | Put | Sole | 2025-11-04 | |
| 2025-06-30 | $1,842,668 | 6,905 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,953,901 | 6,904 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $215,649 | 900 | Put | Sole | 2025-02-06 | |
| 2024-12-31 | $1,855,539 | 7,744 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $228,384 | 900 | Put | Sole | 2024-10-31 | |
| 2024-09-30 | $3,480,318 | 13,715 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,722,247 | 13,106 | Shares | Sole | 2024-08-05 | |
| 2024-06-30 | $1,433,199 | 6,900 | Put | Sole | 2024-08-05 | |
| 2024-03-31 | $2,768,906 | 13,388 | Shares | Sole | 2024-04-30 | |
| 2024-03-31 | $1,427,058 | 6,900 | Put | Sole | 2024-04-30 | |
| 2023-12-31 | $461,912 | 2,900 | Put | Sole | 2024-02-05 | |
| 2023-12-31 | $1,965,833 | 12,342 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $682,570 | 4,900 | Put | Sole | 2023-10-24 | |
| 2023-09-30 | $755,284 | 5,422 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||