Position in PGR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$219,979
-$9,107 QoQ
Shares Held
1,007
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,470
of 1,812 holders
Holding Since
Sep 2022
15 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, 2026LAKE STREET PRIVATE WEALTH, LLC holds $495,751 across 2 Insurance - Property & Casualty names. PGR ranks #2 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
1,159 | $275,772 | |
| 2 | PGR |
Progressive Corp/Oh/
This page
|
1,007 | $219,979 |
All Filings in PGR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,979 | 1,007 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $229,086 | 1,006 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $239,294 | 969 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $258,587 | 969 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $285,840 | 1,010 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $246,319 | 1,028 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $260,865 | 1,028 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $245,513 | 1,182 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $286,238 | 1,384 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $226,655 | 1,423 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $215,218 | 1,545 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $227,411 | 1,718 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $244,489 | 1,709 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $238,796 | 1,841 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $210,223 | 1,809 | Shares | Sole | 2022-10-21 | |
| No filing history on record for this holder in this stock. | ||||||