Wealthspire Advisors, LLC

Position in PGR — Progressive Corp/Oh/

CIK 1646247 NEW YORK, NY

Position in PGR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$9,842,046

+$1,396,824 QoQ

Shares Held

45,054

+5.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#429

of 1,812 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $17,520,223 across 6 Insurance - Property & Casualty names. PGR ranks #1 (56.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/ This page	45,054	$9,842,046
2	CB	Chubb Ltd	9,863	$3,360,718
3	TRV	Travelers Companies, Inc.	5,496	$1,814,339
4	ALL	Allstate Corp	6,209	$1,477,369
5	MKL	Markel Group Inc.	328	$640,587
6	WRB	Berkley W R Corp	5,461	$385,164

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,842,046	45,054	+5.8%	Shares	Sole	2026-08-11
2026-03-31	$8,445,222	42,601	-4.9%	Shares	Sole	2026-05-01
2025-12-31	$10,198,895	44,787	+702.9%	Shares	Sole	2026-02-13
2025-09-30	$1,377,487	5,578	-10.6%	Shares	Sole	2025-11-14
2025-06-30	$1,664,672	6,238	+3.6%	Shares	Sole	2025-08-11
2025-03-31	$1,703,437	6,019	-8.6%	Shares	Sole	2025-05-09
2024-12-31	$1,577,113	6,582	+2.5%	Shares	Sole	2025-02-04
2024-09-30	$1,629,139	6,420	-24.4%	Shares	Sole	2024-11-13
2024-06-30	$1,763,250	8,489	-8.4%	Shares	Sole	2024-08-08
2024-03-31	$1,916,807	9,268	-8.6%	Shares	Sole	2024-05-06
2023-12-31	$1,615,417	10,142	-2.0%	Shares	Sole	2024-02-07
2023-09-30	$1,441,615	10,349	+98.8%	Shares	Sole	2023-11-06
2023-06-30	$689,118	5,206	+18.6%	Shares	Sole	2023-08-01
2023-03-31	$628,176	4,391	-27.4%	Shares	Sole	2023-05-09
2022-12-31	$785,004	6,052	+39.2%	Shares	Sole	2023-02-14
2022-09-30	$505,164	4,347	-0.7%	Shares	Sole	2022-11-14
2022-06-30	$508,913	4,377	+131.7%	Shares	Sole	2022-08-09
2022-03-31	$215,327	1,889	-63.0%	Shares	Sole	2022-05-09
2021-12-31	$524,438	5,109	+40.6%	Shares	Sole	2022-02-14
2021-09-30	$328,567	3,635	-54.0%	Shares	Sole	2021-11-15
2021-03-31	$756,083	7,908	+9.0%	Shares	Sole	2021-05-17
2020-12-31	$717,176	7,253	+85.5%	Shares	Sole	2021-02-16
2020-09-30	$370,065	3,909	+8.6%	Shares	Sole	2020-11-16
2020-06-30	$288,235	3,598	-68.4%	Shares	Sole	2020-08-14
2020-03-31	$840,373	11,381	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.