Waterloo Capital, L.P.

Position in PGR — Progressive Corp/Oh/

CIK 1730942 Austin, TX

Position in PGR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,610,259

+$464,113 QoQ

Shares Held

11,949

+10.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#687

of 1,812 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waterloo Capital, L.P. holds $7,532,996 across 6 Insurance - Property & Casualty names. PGR ranks #1 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/ This page	11,949	$2,610,259
2	CINF	Cincinnati Financial Corp	12,702	$2,351,648
3	ALL	Allstate Corp	4,697	$1,117,604
4	CB	Chubb Ltd	2,719	$926,472
5	TRV	Travelers Companies, Inc.	922	$304,370
6	MKL	Markel Group Inc.	114	$222,643

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,610,259	11,949	+10.4%	Shares	Sole	2026-07-29
2026-03-31	$2,146,146	10,826	+7.8%	Shares	Sole	2026-05-12
2025-12-31	$2,286,536	10,041	-0.0%	Shares	Sole	2026-02-10
2025-09-30	$2,480,859	10,046	+1.9%	Shares	Sole	2025-11-05
2025-06-30	$2,631,773	9,862	-1.3%	Shares	Sole	2025-08-12
2025-03-31	$2,828,684	9,995	+7.2%	Shares	Sole	2025-05-12
2024-12-31	$2,233,884	9,323	-4.0%	Shares	Sole	2025-02-13
2024-09-30	$2,463,248	9,707	-3.8%	Shares	Sole	2024-11-14
2024-06-30	$2,095,378	10,088	-5.1%	Shares	Sole	2024-08-12
2024-03-31	$2,199,530	10,635	+12.2%	Shares	Sole	2024-05-14
2023-12-31	$1,510,133	9,481	+0.7%	Shares	Sole	2024-02-13
2023-09-30	$1,311,230	9,413	+34.4%	Shares	Sole	2023-11-14
2023-06-30	$927,384	7,006	-11.8%	Shares	Sole	2023-08-11
2023-03-31	$1,136,611	7,945	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.