Position in PGR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$32,767
+$4,221 QoQ
Shares Held
150
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,648
of 1,812 holders
Holding Since
Jun 2022
10 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, 2026HHM Wealth Advisors, LLC holds $1,145,723 across 7 Insurance - Property & Casualty names. PGR ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
3,006 | $715,247 | |
| 2 | CINF |
Cincinnati Financial Corp
|
1,204 | $222,908 | |
| 3 | CB |
Chubb Ltd
|
210 | $71,555 | |
| 4 | ORI |
Old Republic International Corp
|
1,500 | $61,380 | |
| 5 | TRV |
Travelers Companies, Inc.
|
115 | $37,963 | |
| 6 | PGR |
Progressive Corp/Oh/
This page
|
150 | $32,767 | |
| 7 | LMND |
Lemonade, Inc.
|
60 | $3,903 |
All Filings in PGR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,767 | 150 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $28,546 | 144 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,098 | 18 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,445 | 18 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,073 | 34 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,622 | 34 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,146 | 34 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,567 | 18 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,738 | 18 | Shares | Sole | 2024-08-07 | |
| 2022-06-30 | $28,602 | 246 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||