MPS Loria Financial Planners, LLC

Position in PGR — Progressive Corp/Oh/

CIK 1716180 Burr Ridge, IL

Position in PGR

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$3,075,120

+$284,496 QoQ

Shares Held

14,077

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.24%

of 13F equity value

Holder Rank

#648

of 1,812 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MPS Loria Financial Planners, LLC holds $4,324,218 across 3 Insurance - Property & Casualty names. PGR ranks #1 (71.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/ This page	14,077	$3,075,120
2	WTM	White Mountains Insurance Group Ltd	383	$794,108
3	L	Loews Corp	4,019	$454,990

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,075,120	14,077	0.0%	Shares	Sole	2026-07-30
2026-03-31	$2,790,624	14,077	-12.4%	Shares	Sole	2026-05-08
2025-12-31	$3,661,054	16,077	0.0%	Shares	Sole	2026-02-03
2025-09-30	$3,970,215	16,077	0.0%	Shares	Sole	2025-10-17
2025-06-30	$4,290,308	16,077	0.0%	Shares	Sole	2025-07-29
2025-03-31	$4,549,951	16,077	0.0%	Shares	Sole	2025-04-22
2024-12-31	$3,852,209	16,077	-3.6%	Shares	Sole	2025-01-14
2024-09-30	$4,231,955	16,677	0.0%	Shares	Sole	2024-10-21
2024-06-30	$3,463,979	16,677	0.0%	Shares	Sole	2024-07-10
2024-03-31	$3,449,137	16,677	-0.1%	Shares	Sole	2024-04-17
2023-12-31	$2,657,746	16,686	+0.1%	Shares	Sole	2024-02-07
2023-09-30	$2,323,106	16,677	0.0%	Shares	Sole	2023-10-20
2023-06-30	$2,207,534	16,677	0.0%	Shares	Sole	2023-07-21
2023-03-31	$2,385,811	16,677	0.0%	Shares	Sole	2023-04-11
2022-12-31	$2,163,173	16,677	0.0%	Shares	Sole	2023-01-23
2022-09-30	$1,938,034	16,677	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,939,034	16,677	0.0%	Shares	Sole	2022-07-19
2022-03-31	$1,901,011	16,677	0.0%	Shares	Sole	2022-05-10
2021-12-31	$1,711,894	16,677	0.0%	Shares	Sole	2022-02-07
2021-09-30	$1,507,434	16,677	0.0%	Shares	Sole	2021-10-29
2021-06-30	$1,637,848	16,677	0.0%	Shares	Sole	2021-07-20
2021-03-31	$1,594,487	16,677	0.0%	Shares	Sole	2021-05-03
2020-12-31	$1,649,021	16,677	+0.3%	Shares	Sole	2021-02-02
2020-09-30	$1,574,172	16,628	0.0%	Shares	Sole	2020-10-13
2020-06-30	$1,332,069	16,628	0.0%	Shares	Sole	2020-08-13
2020-03-31	$1,227,811	16,628	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.