Position in PGR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$787,948
-$37,919 QoQ
Shares Held
3,607
-13.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#996
of 1,812 holders
Holding Since
Mar 2020
17 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, 2026IHT Wealth Management, LLC holds $9,047,927 across 10 Insurance - Property & Casualty names. PGR ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
6,366 | $2,101,543 | |
| 2 | CB |
Chubb Ltd
|
5,783 | $1,970,499 | |
| 3 | ALL |
Allstate Corp
|
4,786 | $1,138,780 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
2,483 | $818,918 | |
| 5 | PGR |
Progressive Corp/Oh/
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|
3,607 | $787,948 | |
| 6 | ACIC |
AMERICAN COASTAL INSURANCE Corp
|
54,308 | $602,818 | |
| 7 | MKL |
Markel Group Inc.
|
279 | $544,889 | |
| 8 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
7,724 | $450,695 |
All Filings in PGR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,948 | 3,607 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $825,867 | 4,166 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $857,821 | 3,767 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,259,198 | 5,099 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,240,098 | 4,647 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $961,384 | 3,397 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $685,524 | 2,861 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,202,822 | 4,740 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $634,138 | 3,053 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $648,794 | 3,137 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $541,233 | 3,398 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $472,227 | 3,390 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $433,511 | 3,275 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $380,825 | 2,662 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $334,132 | 2,576 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $296,800 | 2,554 | Shares | Sole | 2022-11-22 | |
| 2020-03-31 | $212,954 | 2,884 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||