Position in PGR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,419,224
+$912,543 QoQ
Shares Held
66,007
-3.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#376
of 1,820 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $20,122,308 across 42 Insurance - Property & Casualty names. PGR ranks #1 (71.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
This page
|
66,007 | $14,419,224 | |
| 2 | CB |
Chubb Ltd
|
5,695 | $1,940,507 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,280 | $752,668 | |
| 4 | ALL |
Allstate Corp
|
2,227 | $529,887 | |
| 5 | WRB |
Berkley W R Corp
|
3,936 | $277,600 | |
| 6 | CINF |
Cincinnati Financial Corp
|
1,413 | $261,598 | |
| 7 | L |
Loews Corp
|
2,207 | $249,850 | |
| 8 | ORI |
Old Republic International Corp
|
6,097 | $249,485 |
All Filings in PGR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,419,224 | 66,007 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $13,506,681 | 68,133 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $15,443,281 | 67,817 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $16,812,847 | 68,082 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,815,838 | 66,761 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $18,698,467 | 66,070 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,582,791 | 65,034 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $16,367,770 | 64,501 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $13,575,092 | 65,356 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,977,511 | 67,583 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $10,919,277 | 68,554 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $9,552,357 | 68,574 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $9,003,407 | 68,017 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,626,934 | 67,293 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,164,983 | 62,948 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $156,533 | 1,347 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $67,552 | 581 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $79,450 | 697 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $62,513 | 609 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||