Position in PGR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,114,377
+$1,089,080 QoQ
Shares Held
9,679
+87.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#729
of 1,812 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 50%
Shared 50%
None 0%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Belpointe Asset Management LLC holds $11,286,509 across 10 Insurance - Property & Casualty names. PGR ranks #1 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
This page
|
9,679 | $2,114,377 | |
| 2 | WRB |
Berkley W R Corp
|
27,646 | $1,949,872 | |
| 3 | ALL |
Allstate Corp
|
7,076 | $1,683,663 | |
| 4 | TRV |
Travelers Companies, Inc.
|
4,180 | $1,379,901 | |
| 5 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
17,587 | $1,026,201 | |
| 6 | CINF |
Cincinnati Financial Corp
|
4,958 | $917,924 | |
| 7 | SIGI |
Selective Insurance Group Inc
|
8,691 | $843,113 | |
| 8 | AFG |
American Financial Group Inc
|
3,588 | $502,104 |
All Filings in PGR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,114,377 | 9,679 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $1,025,297 | 5,172 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $784,950 | 3,447 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $905,812 | 3,668 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,205,139 | 4,516 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,316,279 | 4,651 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $1,030,802 | 4,302 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,130,500 | 4,455 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $782,235 | 3,766 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $717,251 | 3,468 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $211,523 | 1,328 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | $334,617 | 2,339 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $308,839 | 2,381 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $267,166 | 2,299 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $240,795 | 2,071 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $227,638 | 1,997 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $147,200 | 1,434 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $128,082 | 1,417 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $141,127 | 1,437 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $136,626 | 1,429 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $187,872 | 1,900 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $662,311 | 6,996 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $141,153 | 1,762 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $133,502 | 1,808 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||