Position in PGR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$39,711,039
-$5,368,639 QoQ
Shares Held
200,318
+1.2% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Aptus Capital Advisors, LLC holds $75,995,651 across 12 Insurance - Property & Casualty names. PGR ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
This page
|
200,318 | $39,711,039 | |
| 2 | THG |
Hanover Insurance Group, Inc.
|
90,706 | $15,723,885 | |
| 3 | CB |
Chubb Ltd
|
24,164 | $7,875,772 | |
| 4 | MCY |
Mercury General Corp
|
79,715 | $7,026,877 | |
| 5 | TRV |
Travelers Companies, Inc.
|
7,085 | $2,066,552 | |
| 6 | WRB |
Berkley W R Corp
|
14,509 | $961,656 | |
| 7 | ALL |
Allstate Corp
|
4,088 | $847,605 | |
| 8 | MKL |
Markel Group Inc.
|
339 | $648,869 |
All Filings in PGR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,711,039 | 200,318 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $45,079,678 | 197,961 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $56,061,106 | 227,014 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $57,343,677 | 214,883 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $56,348,139 | 199,103 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $43,542,647 | 181,723 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $40,381,589 | 159,133 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $29,364,584 | 141,373 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $25,734,612 | 124,430 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,570,773 | 116,592 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $16,805,151 | 120,640 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $15,325,135 | 115,775 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $16,722,712 | 116,893 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $10,377,059 | 80,002 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,388,618 | 72,185 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,972,326 | 25,564 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $7,081,970 | 62,128 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,964,186 | 67,844 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $5,236,111 | 57,928 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $4,782,532 | 48,697 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,932,278 | 20,210 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,944,178 | 19,662 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,692,036 | 28,436 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,216,964 | 27,674 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,873,173 | 25,368 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||