Legacy Financial Advisors, Inc.

Position in PGR — Progressive Corp/Oh/

CIK 1730810 COVINGTON, KY

Position in PGR

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$562,071

+$1,251 QoQ

Shares Held

2,573

-9.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,125

of 1,812 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Financial Advisors, Inc. holds $4,032,645 across 5 Insurance - Property & Casualty names. PGR ranks #4 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	4,403	$1,500,278
2	ALL	Allstate Corp	4,315	$1,026,711
3	TRV	Travelers Companies, Inc.	1,832	$604,779
4	PGR	Progressive Corp/Oh/ This page	2,573	$562,071
5	CINF	Cincinnati Financial Corp	1,830	$338,806

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$562,071	2,573	-9.0%	Shares	Sole	2026-08-05
2026-03-31	$560,820	2,829	-8.0%	Shares	Sole	2026-04-30
2025-12-31	$700,011	3,074	-6.7%	Shares	Sole	2026-02-04
2025-09-30	$813,947	3,296	-36.8%	Shares	Sole	2025-11-10
2025-06-30	$1,391,141	5,213	+2.8%	Shares	Sole	2025-08-07
2025-03-31	$1,434,577	5,069	-3.2%	Shares	Sole	2025-05-14
2024-12-31	$1,255,316	5,239	+10.5%	Shares	Sole	2025-02-13
2024-09-30	$1,203,583	4,743	+3.9%	Shares	Sole	2024-11-14
2024-06-30	$948,611	4,567	-0.2%	Shares	Sole	2024-08-13
2024-03-31	$946,408	4,576	-10.4%	Shares	Sole	2024-05-14
2023-12-31	$813,442	5,107	-4.1%	Shares	Sole	2024-02-13
2023-09-30	$741,493	5,323	+9.1%	Shares	Sole	2023-11-13
2023-06-30	$645,700	4,878	-6.9%	Shares	Sole	2023-08-08
2023-03-31	$749,348	5,238	-4.2%	Shares	Sole	2023-05-03
2022-12-31	$708,865	5,465	+2.3%	Shares	Sole	2023-02-06
2022-09-30	$620,910	5,343	+3.3%	Shares	Sole	2022-11-09
2022-06-30	$601,348	5,172	-7.7%	Shares	Sole	2022-08-08
2022-03-31	$639,027	5,606	-3.6%	Shares	Sole	2022-05-04
2021-12-31	$596,704	5,813	+2.5%	Shares	Sole	2022-02-04
2021-09-30	$512,601	5,671	+0.5%	Shares	Sole	2021-10-26
2021-06-30	$554,002	5,641	—	Shares	Sole	2021-07-21
No filing history on record for this holder in this stock.