CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in PGR — Progressive Corp/Oh/
CIK 1766904
RICHMOND, VA
Position in PGR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$207,742
+$47,764 QoQ
Shares Held
951
+17.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,494
of 1,812 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $1,921,021 across 7 Insurance - Property & Casualty names. PGR ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,792 | $610,601 | |
| 2 | ALL |
Allstate Corp
|
1,482 | $352,621 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,021 | $337,048 | |
| 4 | PGR |
Progressive Corp/Oh/
This page
|
951 | $207,742 | |
| 5 | MKL |
Markel Group Inc.
|
99 | $193,347 | |
| 6 | WRB |
Berkley W R Corp
|
2,137 | $150,718 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
322 | $68,944 |
All Filings in PGR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,742 | 951 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $159,978 | 807 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $173,746 | 763 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $178,050 | 721 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $195,071 | 731 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $176,031 | 622 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $162,214 | 677 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $366,427 | 1,444 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $291,831 | 1,405 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $283,342 | 1,370 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $212,637 | 1,335 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $93,330 | 670 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $80,480 | 608 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $86,980 | 608 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $81,976 | 632 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||