Position in PGR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,343,249
+$445,421 QoQ
Shares Held
6,149
+35.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#840
of 1,812 holders
Holding Since
Dec 2020
10 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, 2026One Wealth Advisors, LLC holds $4,081,993 across 6 Insurance - Property & Casualty names. PGR ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
4,055 | $1,381,700 | |
| 2 | PGR |
Progressive Corp/Oh/
This page
|
6,149 | $1,343,249 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,226 | $404,727 | |
| 4 | MKL |
Markel Group Inc.
|
188 | $367,165 | |
| 5 | ALL |
Allstate Corp
|
1,492 | $355,006 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
111 | $230,146 |
All Filings in PGR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,343,249 | 6,149 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $897,828 | 4,529 | Shares | Sole | 2026-04-21 | |
| 2022-12-31 | $382,255 | 2,947 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $463,452 | 3,986 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $597,193 | 5,239 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $417,374 | 4,066 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $467,858 | 5,176 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $515,406 | 5,248 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $402,422 | 4,209 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $265,591 | 2,686 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||