Position in PGR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,740,608
+$1,420,848 QoQ
Shares Held
7,968
+394.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#777
of 1,812 holders
Holding Since
Mar 2024
9 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, 2026CreativeOne Wealth, LLC holds $6,145,519 across 7 Insurance - Property & Casualty names. PGR ranks #1 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
This page
|
7,968 | $1,740,608 | |
| 2 | WRB |
Berkley W R Corp
|
24,318 | $1,715,147 | |
| 3 | ALL |
Allstate Corp
|
6,062 | $1,442,391 | |
| 4 | CB |
Chubb Ltd
|
1,048 | $357,094 | |
| 5 | AIZ |
Assurant, Inc.
|
1,186 | $318,476 | |
| 6 | UVE |
Universal Insurance Holdings, Inc.
|
7,344 | $303,747 | |
| 7 | TRV |
Travelers Companies, Inc.
|
812 | $268,056 |
All Filings in PGR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,740,608 | 7,968 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $319,760 | 1,613 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $402,608 | 1,768 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $404,750 | 1,639 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $449,925 | 1,686 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $747,712 | 2,642 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $405,420 | 1,692 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $229,652 | 905 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $219,849 | 1,063 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||