Position in PGR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,426,868
+$2,374,707 QoQ
Shares Held
20,265
+95.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#568
of 1,821 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, 2026AE Wealth Management LLC holds $55,493,692 across 15 Insurance - Property & Casualty names. PGR ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
613,239 | $25,093,708 | |
| 2 | ALL |
Allstate Corp
|
26,054 | $6,199,271 | |
| 3 | TRV |
Travelers Companies, Inc.
|
16,535 | $5,458,516 | |
| 4 | PGR |
Progressive Corp/Oh/
This page
|
20,265 | $4,426,868 | |
| 5 | CB |
Chubb Ltd
|
11,071 | $3,772,311 | |
| 6 | CNA |
Cna Financial Corp
|
49,457 | $2,404,101 | |
| 7 | CINF |
Cincinnati Financial Corp
|
11,357 | $2,102,623 | |
| 8 | PRCH |
Porch Group, Inc.
|
126,509 | $1,902,695 |
All Filings in PGR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,426,868 | 20,265 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $2,052,161 | 10,352 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,450,022 | 10,759 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,785,581 | 11,280 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $2,671,789 | 10,012 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $4,446,931 | 15,713 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $4,262,413 | 17,789 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,684,590 | 14,520 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,873,954 | 9,022 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $854,372 | 4,131 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,656,750 | 22,958 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $2,020,825 | 14,507 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $7,531,323 | 56,896 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $12,528,908 | 87,578 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $12,386,137 | 95,491 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $8,277,289 | 71,227 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $6,878,998 | 59,164 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,714,318 | 50,130 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,180,523 | 40,726 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,174,225 | 35,117 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,113,918 | 41,889 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,416,255 | 25,272 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,002,320 | 20,250 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,123,353 | 22,429 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,320,065 | 28,961 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,387,822 | 18,795 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||