Waterfront Wealth Inc.

Position in PGR — Progressive Corp/Oh/

CIK 1775210 OVERLAND PARK, KS

Position in PGR

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$258,207

+$19,923 QoQ

Shares Held

1,182

-1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,409

of 1,812 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waterfront Wealth Inc. holds $471,134 across 2 Insurance - Property & Casualty names. PGR ranks #1 (54.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PGR	Progressive Corp/Oh/ This page	1,182	$258,207
2	TRV	Travelers Companies, Inc.	645	$212,927

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$258,207	1,182	-1.7%	Shares	Sole	2026-07-30
2026-03-31	$238,284	1,202	-0.1%	Shares	Sole	2026-04-30
2025-12-31	$273,947	1,203	-9.3%	Shares	Sole	2026-01-27
2025-09-30	$327,702	1,327	0.0%	Shares	Sole	2025-11-06
2025-06-30	$354,123	1,327	-0.7%	Shares	Sole	2025-08-04
2025-03-31	$378,384	1,337	0.0%	Shares	Sole	2025-04-25
2024-12-31	$320,358	1,337	0.0%	Shares	Sole	2025-02-03
2024-09-30	$339,277	1,337	0.0%	Shares	Sole	2024-10-31
2024-06-30	$277,708	1,337	-78.2%	Shares	Sole	2024-08-01
2024-03-31	$1,268,840	6,135	-26.1%	Shares	Sole	2024-05-13
2023-12-31	$1,321,864	8,299	+3.4%	Shares	Sole	2024-01-31
2023-09-30	$1,117,603	8,023	+3.0%	Shares	Sole	2023-11-09
2023-06-30	$1,031,294	7,791	+6.6%	Shares	Sole	2023-07-28
2023-03-31	$1,045,196	7,306	+5.2%	Shares	Sole	2023-04-19
2022-12-31	$901,095	6,947	-14.6%	Shares	Sole	2023-01-31
2022-09-30	$945,252	8,134	+18.8%	Shares	Sole	2022-11-02
2022-06-30	$796,216	6,848	+39.4%	Shares	Sole	2022-07-25
2022-03-31	$560,032	4,913	+75.1%	Shares	Sole	2022-05-13
2021-12-31	$288,035	2,806	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.