IBEX WEALTH ADVISORS

Position in PGR — Progressive Corp/Oh/

CIK 1686242 BEDMINSTER, NJ

Position in PGR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,060,767

+$622,096 QoQ

Shares Held

18,589

+7.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#583

of 1,812 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $5,438,913 across 3 Insurance - Property & Casualty names. PGR ranks #1 (74.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/ This page	18,589	$4,060,767
2	TRV	Travelers Companies, Inc.	2,906	$959,328
3	THG	Hanover Insurance Group, Inc.	1,956	$418,818

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,060,767	18,589	+7.2%	Shares	Sole	2026-07-27
2026-03-31	$3,438,671	17,346	-8.9%	Shares	Sole	2026-04-30
2025-09-30	$4,703,656	19,047	+5.6%	Shares	Sole	2025-11-12
2025-06-30	$4,811,218	18,029	+44.4%	Shares	Sole	2025-08-07
2025-03-31	$3,532,813	12,483	+13617.6%	Shares	Sole	2025-04-15
2024-06-30	$18,901	91	-99.2%	Shares	Sole	2024-08-06
2022-03-31	$1,302,563	11,427	-1.8%	Shares	Sole	2022-05-16
2021-12-31	$1,194,230	11,634	-7.5%	Shares	Sole	2022-02-22
2021-09-30	$1,136,473	12,573	-13.6%	Shares	Sole	2021-11-12
2021-06-30	$1,428,857	14,549	+0.1%	Shares	Sole	2021-08-20
2021-03-31	$1,390,169	14,540	+0.4%	Shares	Sole	2021-05-05
2020-12-31	$1,431,683	14,479	+0.8%	Shares	Sole	2021-01-22
2020-09-30	$1,359,177	14,357	+0.1%	Shares	Sole	2020-10-23
2020-06-30	$1,149,338	14,347	-1.8%	Shares	Sole	2020-08-14
2020-03-31	$1,078,359	14,604	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.