Outlook Wealth Advisors, LLC

Position in PGR — Progressive Corp/Oh/

CIK 1767151 SHENANDOAH, TX

Position in PGR

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$206,435

-$4,661 QoQ

Shares Held

945

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,498

of 1,811 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Outlook Wealth Advisors, LLC holds $1,549,142 across 5 Insurance - Property & Casualty names. PGR ranks #4 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	3,345	$795,909
2	KNSL	Kinsale Capital Group, Inc.	865	$285,285
3	PLMR	Palomar Holdings, Inc.	2,016	$254,802
4	PGR	Progressive Corp/Oh/ This page	945	$206,435
5	STC	Stewart Information Services Corp	49,932	$6,711

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,435	945	+1.9%	Shares	Sole	2026-08-03
2025-12-31	$211,096	927	+2.2%	Shares	Sole	2026-02-11
2025-09-30	$223,983	907	0.0%	Shares	Sole	2025-10-30
2025-06-30	$242,042	907	+0.6%	Shares	Sole	2025-08-11
2025-03-31	$255,275	902	-8.4%	Shares	Sole	2025-04-14
2024-12-31	$236,015	985	+4.3%	Shares	Sole	2025-01-14
2024-09-30	$239,549	944	—	Shares	Sole	2024-10-23
No filing history on record for this holder in this stock.