Golden State Wealth Management, LLC
Position in PGR — Progressive Corp/Oh/
CIK 1776033
SANTA ANA, CA
Position in PGR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$120,584
+$27,412 QoQ
Shares Held
552
+17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,547
of 1,812 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Golden State Wealth Management, LLC holds $1,844,497 across 12 Insurance - Property & Casualty names. PGR ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFG |
American Financial Group Inc
|
7,500 | $1,049,550 | |
| 2 | MKL |
Markel Group Inc.
|
120 | $234,361 | |
| 3 | TRV |
Travelers Companies, Inc.
|
518 | $171,002 | |
| 4 | CB |
Chubb Ltd
|
497 | $169,347 | |
| 5 | PGR |
Progressive Corp/Oh/
This page
|
552 | $120,584 | |
| 6 | ALL |
Allstate Corp
|
247 | $58,771 | |
| 7 | RLI |
Rli Corp
|
400 | $23,628 | |
| 8 | MCY |
Mercury General Corp
|
100 | $10,662 |
All Filings in PGR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,584 | 552 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $93,172 | 470 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $100,424 | 441 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $108,904 | 441 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $132,629 | 497 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $140,655 | 497 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $118,846 | 496 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||