Position in PGR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$412,215
+$44,877 QoQ
Shares Held
1,887
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,233
of 1,812 holders
Holding Since
Dec 2022
15 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, 2026Synergy Asset Management, LLC holds $1,766,697 across 2 Insurance - Property & Casualty names. PGR ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
4,103 | $1,354,482 | |
| 2 | PGR |
Progressive Corp/Oh/
This page
|
1,887 | $412,215 |
All Filings in PGR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,215 | 1,887 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $367,338 | 1,853 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $421,737 | 1,852 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,663,947 | 6,738 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $428,310 | 1,605 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $480,267 | 1,697 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $848,458 | 3,541 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $448,647 | 1,768 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $369,931 | 1,781 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $328,430 | 1,588 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $252,936 | 1,588 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $221,208 | 1,588 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $210,203 | 1,588 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $227,179 | 1,588 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $205,979 | 1,588 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||