MBM WEALTH CONSULTANTS, LLC

Position in PGR — Progressive Corp/Oh/

CIK 1762068 CHESTERFIELD, MO

Position in PGR

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,625,268

+$137,676 QoQ

Shares Held

7,440

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.53%

of 13F equity value

Holder Rank

#798

of 1,812 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MBM WEALTH CONSULTANTS, LLC holds $2,785,327 across 3 Insurance - Property & Casualty names. PGR ranks #1 (58.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/ This page	7,440	$1,625,268
2	ORI	Old Republic International Corp	14,718	$602,260
3	CNA	Cna Financial Corp	11,475	$557,799

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,625,268	7,440	-0.9%	Shares	Sole	2026-07-24
2026-03-31	$1,487,592	7,504	+8.7%	Shares	Sole	2026-04-20
2025-12-31	$1,572,634	6,906	+10.1%	Shares	Sole	2026-01-26
2025-09-30	$1,549,364	6,274	+18.1%	Shares	Sole	2025-10-31
2025-06-30	$1,417,560	5,312	-12.6%	Shares	Sole	2025-08-13
2025-03-31	$1,720,134	6,078	+0.3%	Shares	Sole	2025-04-28
2024-12-31	$1,452,276	6,061	+3.2%	Shares	Sole	2025-01-17
2024-09-30	$1,490,332	5,873	+7.1%	Shares	Sole	2024-10-07
2024-06-30	$1,138,873	5,483	-1.5%	Shares	Sole	2024-07-30
2024-03-31	$1,151,780	5,569	-6.9%	Shares	Sole	2024-04-18
2023-12-31	$952,812	5,982	+223.4%	Shares	Sole	2024-01-30
2023-09-30	$257,705	1,850	+7.9%	Shares	Sole	2023-10-19
2023-06-30	$226,882	1,714	+34.5%	Shares	Sole	2023-07-24
2023-03-31	$256	1,274	0.0%	Shares	Sole	2023-05-31
2022-12-31	$165,250	1,274	+19.1%	Shares	Sole	2023-02-15
2022-09-30	$124,344	1,070	+26.5%	Shares	Sole	2022-10-24
2022-06-30	$98,364	846	+2.5%	Shares	Sole	2022-08-15
2022-03-31	$94,041	825	+27.9%	Shares	Sole	2022-05-16
2021-12-31	$66,209	645	+49.3%	Shares	Sole	2022-02-15
2021-09-30	$39,048	432	+20.7%	Shares	Sole	2021-11-16
2021-06-30	$35,159	358	0.0%	Shares	Sole	2021-08-13
2021-03-31	$34,228	358	+191.1%	Shares	Sole	2021-05-10
2020-12-31	$12,162	123	0.0%	Shares	Sole	2021-02-09
2020-09-30	$11,644	123	0.0%	Shares	Sole	2020-11-12
2020-06-30	$9,853	123	0.0%	Shares	Sole	2020-08-07
2020-03-31	$9,082	123	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.