WADDELL & ASSOCIATES, LLC

Position in PGR — Progressive Corp/Oh/

CIK 1776757 MEMPHIS, TN

Position in PGR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$528,867

+$31,483 QoQ

Shares Held

2,421

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,150

of 1,812 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $5,028,435 across 6 Insurance - Property & Casualty names. PGR ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	5,596	$1,906,781
2	ALL	Allstate Corp	4,660	$1,108,800
3	TRV	Travelers Companies, Inc.	3,059	$1,009,837
4	PGR	Progressive Corp/Oh/ This page	2,421	$528,867
5	THG	Hanover Insurance Group, Inc.	1,190	$254,802
6	WRB	Berkley W R Corp	3,110	$219,348

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$528,867	2,421	-3.5%	Shares	Sole	2026-07-15
2026-03-31	$497,384	2,509	-30.6%	Shares	Sole	2026-05-11
2025-12-31	$822,980	3,614	+30.9%	Shares	Sole	2026-02-11
2025-09-30	$681,828	2,761	+23.0%	Shares	Sole	2025-11-10
2025-06-30	$598,833	2,244	+5.9%	Shares	Sole	2025-08-12
2025-03-31	$599,415	2,118	0.0%	Shares	Sole	2025-05-14
2024-12-31	$507,493	2,118	-8.3%	Shares	Sole	2025-05-14
2024-09-30	$585,931	2,309	0.0%	Shares	Sole	2024-11-12
2024-06-30	$479,602	2,309	0.0%	Shares	Sole	2024-08-06
2024-03-31	$477,547	2,309	0.0%	Shares	Sole	2024-05-08
2023-12-31	$367,777	2,309	0.0%	Shares	Sole	2024-02-14
2023-09-30	$321,643	2,309	0.0%	Shares	Sole	2023-11-07
2023-06-30	$305,642	2,309	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.