Position in PGR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$572,994
-$42,541 QoQ
Shares Held
2,623
-15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,121
of 1,812 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $73,687,211 across 7 Insurance - Property & Casualty names. PGR ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
200,378 | $68,276,799 | |
| 2 | WRB |
Berkley W R Corp
|
23,856 | $1,682,563 | |
| 3 | L |
Loews Corp
|
10,419 | $1,179,534 | |
| 4 | ALL |
Allstate Corp
|
4,805 | $1,143,301 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,839 | $607,090 | |
| 6 | PGR |
Progressive Corp/Oh/
This page
|
2,623 | $572,994 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
682 | $224,930 |
All Filings in PGR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,994 | 2,623 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $615,535 | 3,105 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $728,704 | 3,200 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $822,590 | 3,331 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $695,970 | 2,608 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $736,958 | 2,604 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $563,802 | 2,353 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $499,145 | 1,967 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $439,306 | 2,115 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $447,972 | 2,166 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $346,274 | 2,174 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $387,114 | 2,779 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $363,885 | 2,749 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $401,712 | 2,808 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $359,296 | 2,770 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $376,404 | 3,239 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $372,761 | 3,206 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $375,939 | 3,298 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $336,281 | 3,276 | Shares | Defined | 2022-02-11 | |
| 2020-09-30 | $401,779 | 4,244 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $332,696 | 4,153 | Shares | Defined | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||