Position in PGR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$228,498
-$1,005,149 QoQ
Shares Held
1,046
-83.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,453
of 1,812 holders
Holding Since
Sep 2021
20 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, 2026Clearstead Trust, LLC holds $1,049,137 across 15 Insurance - Property & Casualty names. PGR ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,671 | $569,376 | |
| 2 | PGR |
Progressive Corp/Oh/
This page
|
1,046 | $228,498 | |
| 3 | ALL |
Allstate Corp
|
152 | $36,166 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
166 | $35,543 | |
| 5 | ORI |
Old Republic International Corp
|
727 | $29,748 | |
| 6 | WRB |
Berkley W R Corp
|
361 | $25,461 | |
| 7 | L |
Loews Corp
|
182 | $20,604 | |
| 8 | CINF |
Cincinnati Financial Corp
|
111 | $20,550 |
All Filings in PGR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,498 | 1,046 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,233,647 | 6,223 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,544,852 | 6,784 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,677,531 | 6,793 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $503,297 | 1,886 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $456,778 | 1,614 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $386,730 | 1,614 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $423,779 | 1,670 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $355,807 | 1,713 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $354,282 | 1,713 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $562,099 | 3,529 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $238,620 | 1,713 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $162,417 | 1,227 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $175,534 | 1,227 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $120,241 | 927 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $107,726 | 927 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $107,782 | 927 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $105,668 | 927 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $108,911 | 1,061 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $95,903 | 1,061 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||