Robertson Stephens Wealth Management, LLC
Position in PGR — Progressive Corp/Oh/
CIK 1767307
San Francisco, CA
Position in PGR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$366,122
+$32,088 QoQ
Shares Held
1,676
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,280
of 1,812 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $1,989,065 across 3 Insurance - Property & Casualty names. PGR ranks #3 (18.4% of the industry book) .
All Filings in PGR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,122 | 1,676 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $334,034 | 1,685 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $406,024 | 1,783 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $304,489 | 1,233 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $274,598 | 1,029 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $374,139 | 1,322 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $434,652 | 1,814 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $470,217 | 1,853 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $291,209 | 1,402 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $216,333 | 1,046 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||