Global Retirement Partners, LLC
PensionPosition in PGR — Progressive Corp/Oh/
CIK 1749744
San Rafael, CA
Position in PGR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,462,522
-$205,754 QoQ
Shares Held
6,695
-8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#820
of 1,812 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $14,742,891 across 35 Insurance - Property & Casualty names. PGR ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
15,304 | $5,214,684 | |
| 2 | ALL |
Allstate Corp
|
10,273 | $2,444,357 | |
| 3 | TRV |
Travelers Companies, Inc.
|
5,389 | $1,779,016 | |
| 4 | PGR |
Progressive Corp/Oh/
This page
|
6,695 | $1,462,522 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
3,816 | $817,081 | |
| 6 | CINF |
Cincinnati Financial Corp
|
3,187 | $590,041 | |
| 7 | ORI |
Old Republic International Corp
|
11,475 | $469,557 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
970 | $319,915 |
All Filings in PGR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,462,522 | 6,695 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,668,276 | 7,326 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $924,827 | 3,745 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,039,152 | 3,894 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $760,761 | 3,175 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $779,043 | 3,070 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $569,956 | 2,744 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $394,405 | 1,907 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $472,105 | 2,964 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $434,476 | 3,119 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $451,646 | 3,412 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $494,558 | 3,457 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $279,654 | 2,156 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $282,622 | 2,432 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $277,536 | 2,387 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $272,094 | 2,387 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $94,819 | 1,049 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $94,576 | 963 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $84,806 | 887 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $123,105 | 1,245 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $117,864 | 1,245 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $147,642 | 1,843 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $329,178 | 4,458 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||