Proficio Capital Partners LLC

Position in PGR — Progressive Corp/Oh/

CIK 1654175 NEWTON, MA

Position in PGR

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$524,498

-$279,284 QoQ

Shares Held

2,401

-20.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,154

of 1,812 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Proficio Capital Partners LLC holds $7,401,407 across 7 Insurance - Property & Casualty names. PGR ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCY	Mercury General Corp	31,801	$3,390,622
2	CB	Chubb Ltd	4,919	$1,676,100
3	TRV	Travelers Companies, Inc.	2,194	$724,283
4	PGR	Progressive Corp/Oh/ This page	2,401	$524,498
5	ALL	Allstate Corp	2,014	$479,211
6	CNA	Cna Financial Corp	6,499	$315,916
7	ORI	Old Republic International Corp	7,106	$290,777

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$524,498	2,401	-20.3%	Shares	Sole	2026-08-17
2025-06-30	$803,782	3,012	+20.8%	Shares	Sole	2025-08-07
2025-03-31	$705,826	2,494	+5.2%	Shares	Sole	2025-05-06
2024-12-31	$568,115	2,371	+54.1%	Shares	Sole	2025-02-06
2024-09-30	$390,536	1,539	-27.4%	Shares	Sole	2024-11-01
2024-06-30	$440,345	2,120	+3.3%	Shares	Sole	2024-07-25
2024-03-31	$424,601	2,053	+3.2%	Shares	Sole	2024-05-02
2023-12-31	$316,967	1,990	+2.9%	Shares	Sole	2024-02-13
2023-09-30	$269,266	1,933	+5.7%	Shares	Sole	2023-10-18
2023-06-30	$242,104	1,829	-5.6%	Shares	Sole	2023-08-14
2023-03-31	$277,250	1,938	+2.8%	Shares	Sole	2023-04-21
2022-12-31	$244,633	1,886	—	Shares	Sole	2023-01-30
No filing history on record for this holder in this stock.