Position in PGR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,363,320
+$368,784 QoQ
Shares Held
19,974
-0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#569
of 1,812 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Derivatives in PGR
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$8,049
PutShares
10,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $18,463,600 across 10 Insurance - Property & Casualty names. PGR ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
22,019 | $5,239,200 | |
| 2 | PGR |
Progressive Corp/Oh/
This page
|
19,974 | $4,363,320 | |
| 3 | L |
Loews Corp
|
18,885 | $2,137,970 | |
| 4 | TRV |
Travelers Companies, Inc.
|
5,597 | $1,847,681 | |
| 5 | CB |
Chubb Ltd
|
5,408 | $1,842,721 | |
| 6 | WRB |
Berkley W R Corp
|
15,566 | $1,097,869 | |
| 7 | MKL |
Markel Group Inc.
|
338 | $660,117 | |
| 8 | WTM |
White Mountains Insurance Group Ltd
|
294 | $609,576 |
All Filings in PGR
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,363,320 | 19,974 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,994,536 | 20,150 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $603,230 | 2,649 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $802,093 | 3,248 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $297,815 | 1,116 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $319,801 | 1,130 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $5,759,265 | 24,036 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $8,049 | 10,000 | Put | Sole | 2026-02-03 | |
| 2024-09-30 | $6,095,061 | 24,019 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $4,773,175 | 22,980 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $5,109,074 | 24,703 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $4,108,786 | 25,796 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,411,213 | 31,667 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,130,208 | 31,202 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,303,673 | 30,083 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,406,118 | 33,969 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,081,062 | 35,118 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,182,929 | 35,976 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,284,086 | 37,583 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $4,043,075 | 39,387 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,824,039 | 42,306 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,345,477 | 13,700 | Put | Sole | 2021-08-04 | |
| 2021-06-30 | $4,272,724 | 43,506 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,247,283 | 44,423 | Shares | Sole | 2021-05-04 | |
| 2021-03-31 | $1,309,857 | 13,700 | Put | Sole | 2021-05-04 | |
| 2020-12-31 | $4,253,916 | 43,021 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,035,592 | 42,628 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,951,893 | 36,848 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $2,412,574 | 32,673 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||