Position in PGR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$20,117,060
+$1,748,935 QoQ
Shares Held
92,090
-0.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#313
of 1,812 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 94%
Shared 6%
None 0%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Venturi Wealth Management, LLC holds $24,396,583 across 9 Insurance - Property & Casualty names. PGR ranks #1 (82.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
This page
|
92,090 | $20,117,060 | |
| 2 | CB |
Chubb Ltd
|
4,141 | $1,411,004 | |
| 3 | ORI |
Old Republic International Corp
|
16,605 | $679,476 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
1,768 | $583,104 | |
| 5 | WRB |
Berkley W R Corp
|
7,113 | $501,679 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
213 | $441,632 | |
| 7 | TRV |
Travelers Companies, Inc.
|
727 | $239,997 | |
| 8 | ALL |
Allstate Corp
|
896 | $213,194 |
All Filings in PGR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,117,060 | 92,090 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $18,368,125 | 92,656 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $15,266,348 | 67,040 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $16,403,653 | 66,425 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $16,904,512 | 63,346 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $18,554,418 | 65,561 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $15,126,099 | 63,128 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $15,260,872 | 60,139 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $14,115,140 | 67,956 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $14,173,167 | 68,529 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $11,911,913 | 74,786 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $10,518,124 | 75,507 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $9,794,585 | 73,994 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $10,708,183 | 74,851 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $10,141,635 | 78,187 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $10,806,600 | 92,992 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,743,735 | 101,004 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $11,844,700 | 103,910 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,840,763 | 105,609 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $9,337,106 | 103,298 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $9,376,894 | 95,478 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $9,053,406 | 94,691 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $8,916,701 | 90,177 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $8,799,955 | 92,954 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $7,794,462 | 97,297 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||