Foundations Investment Advisors, LLC
EndowmentPosition in PGR — Progressive Corp/Oh/
CIK 1743404
PHOENIX, AZ
Position in PGR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,439,585
+$1,225,529 QoQ
Shares Held
6,590
+601.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#822
of 1,812 holders
Holding Since
Mar 2024
8 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, 2026Foundations Investment Advisors, LLC holds $9,799,110 across 7 Insurance - Property & Casualty names. PGR ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
18,419 | $4,382,616 | |
| 2 | PGR |
Progressive Corp/Oh/
This page
|
6,590 | $1,439,585 | |
| 3 | TRV |
Travelers Companies, Inc.
|
3,837 | $1,266,670 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
5,433 | $1,163,313 | |
| 5 | CB |
Chubb Ltd
|
2,375 | $809,257 | |
| 6 | CINF |
Cincinnati Financial Corp
|
2,832 | $524,316 | |
| 7 | WRB |
Berkley W R Corp
|
3,025 | $213,353 |
All Filings in PGR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,439,585 | 6,590 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $214,056 | 940 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $343,754 | 1,392 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $342,381 | 1,283 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $376,120 | 1,329 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $657,010 | 2,742 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $212,397 | 837 | Shares | Sole | 2024-10-21 | |
| 2024-03-31 | $368,139 | 1,780 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||