Position in PGR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$67,937
+$6,285 QoQ
Shares Held
311
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,596
of 1,812 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Mascoma Wealth Management LLC holds $95,140 across 5 Insurance - Property & Casualty names. PGR ranks #1 (71.4% of the industry book) .
All Filings in PGR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,937 | 311 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $61,652 | 311 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $98,375 | 432 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $104,953 | 425 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $113,415 | 425 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $120,279 | 425 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $14,855 | 62 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,926 | 47 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $9,762 | 47 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $9,720 | 47 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $7,486 | 47 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,547 | 47 | Shares | Sole | 2023-10-13 | |
| 2023-03-31 | $5,293 | 37 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $4,799 | 37 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $49,737 | 428 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $51,391 | 442 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $51,295 | 450 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $20,530 | 200 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $90 | 1 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $95 | 1 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||