Connecticut Wealth Management, LLC
Position in PGR — Progressive Corp/Oh/
CIK 1689829
FARMINGTON, CT
Position in PGR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,367,497
+$87,462 QoQ
Shares Held
6,260
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#834
of 1,812 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Connecticut Wealth Management, LLC holds $3,646,619 across 4 Insurance - Property & Casualty names. PGR ranks #1 (37.5% of the industry book) .
All Filings in PGR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,367,497 | 6,260 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,280,035 | 6,457 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,456,724 | 6,397 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,588,382 | 6,432 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,748,733 | 6,553 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,926,732 | 6,808 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,630,785 | 6,806 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,740,539 | 6,859 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,417,828 | 6,826 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,422,507 | 6,878 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,097,279 | 6,889 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $250,740 | 1,800 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||