Legacy Capital Wealth Partners, LLC

Position in PGR — Progressive Corp/Oh/

CIK 1766228 LITTLE ROCK, AR

Position in PGR

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

Position Value

$744,696

+$103,787 QoQ

Shares Held

3,409

+5.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,011

of 1,812 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Capital Wealth Partners, LLC holds $2,206,210 across 4 Insurance - Property & Casualty names. PGR ranks #2 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	2,431	$802,521
2	PGR	Progressive Corp/Oh/ This page	3,409	$744,696
3	MKL	Markel Group Inc.	220	$429,662
4	SIGI	Selective Insurance Group Inc	2,364	$229,331

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$744,696	3,409	+5.4%	Shares	Sole	2026-08-12
2026-03-31	$640,909	3,233	+13.9%	Shares	Sole	2026-05-15
2025-12-31	$646,269	2,838	+12.8%	Shares	Sole	2026-01-16
2025-09-30	$621,573	2,517	+10.2%	Shares	Sole	2025-11-13
2025-06-30	$609,775	2,285	+4.1%	Shares	Sole	2025-08-13
2025-03-31	$620,923	2,194	+10.1%	Shares	Sole	2025-05-02
2024-12-31	$477,303	1,992	+34.1%	Shares	Sole	2025-01-30
2024-09-30	$376,833	1,485	-26.2%	Shares	Sole	2024-11-04
2024-06-30	$417,704	2,011	+20.4%	Shares	Sole	2024-08-02
2023-12-31	$265,997	1,670	-2.3%	Shares	Sole	2024-02-05
2023-09-30	$238,063	1,709	+15.2%	Shares	Sole	2023-10-16
2023-03-31	$212,301	1,484	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.