Castle Rock Wealth Management, LLC

Position in PGR — Progressive Corp/Oh/

CIK 1727605 WALNUT CREEK, CA

Position in PGR

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$254,931

+$18,233 QoQ

Shares Held

1,167

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,419

of 1,818 holders

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Castle Rock Wealth Management, LLC holds $513,414 across 2 Insurance - Property & Casualty names. PGR ranks #2 (49.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TRV	Travelers Companies, Inc.	783	$258,483
2	PGR	Progressive Corp/Oh/ This page	1,167	$254,931

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,931	1,167	-2.3%	Shares	Sole	2026-07-08
2026-03-31	$236,698	1,194	+0.8%	Shares	Sole	2026-04-08
2025-12-31	$269,848	1,185	+12.3%	Shares	Sole	2026-02-05
2025-09-30	$260,532	1,055	+23.8%	Shares	Sole	2025-10-16
2025-06-30	$227,364	852	-46.1%	Shares	Sole	2025-07-23
2025-03-31	$447,155	1,580	+0.4%	Shares	Sole	2025-04-09
2024-12-31	$377,146	1,574	-0.1%	Shares	Sole	2025-03-05
2024-09-30	$399,672	1,575	+2.3%	Shares	Sole	2024-10-09
2024-06-30	$319,665	1,539	+0.5%	Shares	Sole	2024-07-12
2024-03-31	$316,848	1,532	+3.3%	Shares	Sole	2024-05-13
2023-12-31	$236,212	1,483	-19.5%	Shares	Sole	2024-01-09
2022-03-31	$209,969	1,842	-42.0%	Shares	Sole	2022-04-25
2021-12-31	$326,119	3,177	+0.3%	Shares	Sole	2022-02-02
2021-09-30	$286,174	3,166	+3.0%	Shares	Sole	2021-11-12
2021-06-30	$301,995	3,075	+4.3%	Shares	Sole	2021-08-13
2021-03-31	$281,762	2,947	+7.4%	Shares	Sole	2021-04-27
2020-12-31	$271,326	2,744	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.