Position in PGR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$519,474
+$140,638 QoQ
Shares Held
2,378
+24.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,156
of 1,812 holders
Holding Since
Mar 2020
21 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, 2026Valeo Financial Advisors, LLC holds $5,853,141 across 7 Insurance - Property & Casualty names. PGR ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
4,295 | $1,417,865 | |
| 2 | CB |
Chubb Ltd
|
3,651 | $1,244,041 | |
| 3 | CINF |
Cincinnati Financial Corp
|
5,941 | $1,099,916 | |
| 4 | ALL |
Allstate Corp
|
4,486 | $1,067,398 | |
| 5 | PGR |
Progressive Corp/Oh/
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|
2,378 | $519,474 | |
| 6 | WRB |
Berkley W R Corp
|
3,774 | $266,180 | |
| 7 | MKL |
Markel Group Inc.
|
122 | $238,267 |
All Filings in PGR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,474 | 2,378 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $378,836 | 1,911 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $942,760 | 4,140 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $930,507 | 3,768 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,122,680 | 4,207 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $1,109,965 | 3,922 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $871,221 | 3,636 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,006,412 | 3,966 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $779,743 | 3,754 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $842,377 | 4,073 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $624,855 | 3,923 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $428,626 | 3,077 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $316,893 | 2,394 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $497,705 | 3,479 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $292,496 | 2,255 | Shares | Sole | 2023-02-09 | |
| 2021-12-31 | $240,714 | 2,345 | Shares | Sole | 2022-01-07 | |
| 2021-03-31 | $214,644 | 2,245 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $221,985 | 2,245 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $198,807 | 2,100 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $254,669 | 3,179 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $231,931 | 3,141 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||