Summit Financial, LLC

Position in PGR — Progressive Corp/Oh/

CIK 1765536 PARSIPPANY, NJ

Position in PGR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,173,076

+$78,197 QoQ

Shares Held

5,370

-2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#881

of 1,812 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Summit Financial, LLC holds $16,629,060 across 11 Insurance - Property & Casualty names. PGR ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	28,845	$9,828,645
2	ORI	Old Republic International Corp	34,450	$1,409,694
3	ALL	Allstate Corp	5,627	$1,338,888
4	PGR	Progressive Corp/Oh/ This page	5,370	$1,173,076
5	TRV	Travelers Companies, Inc.	2,433	$803,181
6	CINF	Cincinnati Financial Corp	4,074	$754,260
7	AFG	American Financial Group Inc	2,349	$328,719
8	WRB	Berkley W R Corp	4,366	$307,933

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,173,076	5,370	-2.8%	Shares	Sole	2026-08-12
2026-03-31	$1,094,879	5,523	+66.4%	Shares	Sole	2026-05-15
2025-12-31	$756,030	3,320	-47.2%	Shares	Sole	2026-02-13
2025-09-30	$1,553,068	6,289	-1.3%	Shares	Sole	2025-11-14
2025-06-30	$1,700,698	6,373	+30.2%	Shares	Sole	2025-08-13
2025-03-31	$1,385,616	4,896	+4.8%	Shares	Sole	2025-05-14
2024-12-31	$1,119,457	4,672	+7.7%	Shares	Sole	2025-02-12
2024-09-30	$1,101,064	4,339	+18.2%	Shares	Sole	2024-11-12
2024-06-30	$762,503	3,671	+231.9%	Shares	Sole	2024-07-31
2024-03-31	$228,742	1,106	-48.7%	Shares	Sole	2024-04-24
2023-12-31	$343,248	2,155	+7.6%	Shares	Sole	2024-02-06
2022-03-31	$228,207	2,002	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.