Position in PGR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,254,902
+$7,269,588 QoQ
Shares Held
92,721
+41.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#306
of 1,785 holders
Holding Since
Sep 2020
18 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, 2026Integrated Wealth Concepts LLC holds $50,492,454 across 42 Insurance - Property & Casualty names. PGR ranks #1 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
This page
|
92,721 | $20,254,902 | |
| 2 | CINF |
Cincinnati Financial Corp
|
50,226 | $9,298,841 | |
| 3 | CB |
Chubb Ltd
|
24,844 | $8,465,344 | |
| 4 | TRV |
Travelers Companies, Inc.
|
15,106 | $4,986,792 | |
| 5 | ALL |
Allstate Corp
|
7,778 | $1,850,697 | |
| 6 | WRB |
Berkley W R Corp
|
12,043 | $849,392 | |
| 7 | L |
Loews Corp
|
5,957 | $674,391 | |
| 8 | MKL |
Markel Group Inc.
|
311 | $607,386 |
All Filings in PGR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,254,902 | 92,721 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,985,314 | 65,503 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $9,237,461 | 40,565 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $12,120,306 | 49,080 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $11,497,929 | 43,086 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $7,913,525 | 27,962 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $6,494,629 | 27,105 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $5,783,444 | 22,791 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,366,479 | 21,022 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,440,037 | 16,633 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,528,729 | 15,876 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $421,243 | 3,024 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $266,063 | 2,010 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $288,838 | 2,019 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $207,146 | 1,597 | Shares | Other | 2023-02-13 | |
| 2021-03-31 | $201,163 | 2,104 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $201,616 | 2,039 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $209,694 | 2,215 | Shares | Other | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||