Position in PGR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,690,931
+$253,648 QoQ
Shares Held
16,896
-2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#603
of 1,812 holders
Holding Since
Mar 2020
26 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, 2026Shepherd Financial Partners LLC holds $3,961,003 across 2 Insurance - Property & Casualty names. PGR ranks #1 (93.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
This page
|
16,896 | $3,690,931 | |
| 2 | ORI |
Old Republic International Corp
|
6,600 | $270,072 |
All Filings in PGR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,690,931 | 16,896 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,437,283 | 17,339 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,968,704 | 17,428 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,979,005 | 20,162 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,388,170 | 20,191 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,009,717 | 21,235 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $4,868,635 | 20,319 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $5,115,547 | 20,159 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,077,347 | 19,630 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,036,092 | 19,515 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,095,925 | 19,437 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,709,106 | 19,448 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,860,780 | 21,612 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,045,604 | 21,289 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,772,032 | 21,371 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,495,958 | 21,478 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,489,456 | 21,411 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,382,504 | 20,901 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,520,570 | 24,555 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,169,088 | 23,997 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,354,879 | 23,978 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,210,790 | 23,123 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,138,774 | 21,630 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,005,015 | 21,179 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,635,205 | 20,412 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,520,808 | 20,596 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||