Position in PGR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,306,432
+$949,592 QoQ
Shares Held
28,869
+6.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#501
of 1,812 holders
Holding Since
Dec 2023
11 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, 2026Florida Trust Wealth Management Co holds $32,421,764 across 7 Insurance - Property & Casualty names. PGR ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
56,813 | $19,358,461 | |
| 2 | PGR |
Progressive Corp/Oh/
This page
|
28,869 | $6,306,432 | |
| 3 | MKL |
Markel Group Inc.
|
2,218 | $4,331,776 | |
| 4 | ALL |
Allstate Corp
|
4,875 | $1,159,956 | |
| 5 | TRV |
Travelers Companies, Inc.
|
2,060 | $680,046 | |
| 6 | KMPR |
KEMPER Corp
|
12,600 | $339,696 | |
| 7 | ORI |
Old Republic International Corp
|
5,997 | $245,397 |
All Filings in PGR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,306,432 | 28,869 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $5,356,840 | 27,022 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,285,754 | 27,603 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $7,050,669 | 28,551 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $6,970,916 | 26,122 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $6,476,966 | 22,886 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $5,234,519 | 21,846 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $4,620,715 | 18,209 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $3,233,005 | 15,565 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,819,808 | 8,799 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $221,558 | 1,391 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||