Pinnacle Wealth Planning Services, Inc.
Position in PGR — Progressive Corp/Oh/
CIK 1726752
MANSFIELD, OH
Position in PGR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$921,640
+$161,985 QoQ
Shares Held
4,219
+10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#938
of 1,785 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $3,048,586 across 30 Insurance - Property & Casualty names. PGR ranks #1 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
This page
|
4,219 | $921,640 | |
| 2 | CB |
Chubb Ltd
|
1,612 | $549,272 | |
| 3 | ALL |
Allstate Corp
|
1,427 | $339,540 | |
| 4 | TRV |
Travelers Companies, Inc.
|
894 | $295,127 | |
| 5 | SLDE |
Slide Insurance Holdings, Inc.
|
9,930 | $192,344 | |
| 6 | HCI |
HCI Group, Inc.
|
631 | $110,582 | |
| 7 | CINF |
Cincinnati Financial Corp
|
542 | $100,345 | |
| 8 | MCY |
Mercury General Corp
|
781 | $83,270 |
All Filings in PGR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $921,640 | 4,219 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $759,655 | 3,832 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $935,473 | 4,108 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $944,336 | 3,824 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $988,449 | 3,704 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,105,720 | 3,907 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $944,542 | 3,942 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $1,279,965 | 5,044 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,022,764 | 4,924 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,035,134 | 5,005 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $802,452 | 5,038 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $680,619 | 4,886 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $639,214 | 4,829 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $675,386 | 4,721 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $561,255 | 4,327 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $478,320 | 4,116 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $478,567 | 4,116 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $365,793 | 3,209 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $315,648 | 3,075 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $238,448 | 2,638 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $290,406 | 2,957 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $160,679 | 1,625 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $233,481 | 3,162 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||