Sound View Wealth Advisors Group, LLC

Position in PGR — Progressive Corp/Oh/

CIK 1784777 SAVANNAH, GA

Position in PGR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,006,591

+$476,135 QoQ

Shares Held

18,341

+3.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#585

of 1,812 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Financial Services · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $9,153,711 across 5 Insurance - Property & Casualty names. PGR ranks #1 (43.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/ This page	18,341	$4,006,591
2	WRB	Berkley W R Corp	46,743	$3,296,783
3	TRV	Travelers Companies, Inc.	2,224	$734,186
4	CB	Chubb Ltd	2,069	$704,991
5	ALL	Allstate Corp	1,728	$411,160

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,006,591	18,341	+3.0%	Shares	Sole	2026-08-11
2026-03-31	$3,530,456	17,809	+5.5%	Shares	Sole	2026-05-06
2025-12-31	$3,843,685	16,879	+1.1%	Shares	Sole	2026-01-08
2025-09-30	$4,123,324	16,697	+5.2%	Shares	Sole	2025-11-10
2025-06-30	$4,234,801	15,869	+20.1%	Shares	Sole	2025-08-07
2025-03-31	$3,739,411	13,213	+3.1%	Shares	Sole	2025-05-08
2024-12-31	$3,071,800	12,820	+11.7%	Shares	Sole	2025-02-07
2024-09-30	$2,911,642	11,474	+15.1%	Shares	Sole	2024-11-12
2024-06-30	$2,070,868	9,970	+0.6%	Shares	Sole	2024-08-05
2024-03-31	$2,049,586	9,910	+6.0%	Shares	Sole	2024-05-09
2023-12-31	$1,488,949	9,348	-14.2%	Shares	Sole	2024-02-08
2023-09-30	$1,517,952	10,897	-9.7%	Shares	Sole	2023-11-07
2023-06-30	$1,597,838	12,071	+1.3%	Shares	Sole	2023-08-08
2023-03-31	$1,704,559	11,915	+27.5%	Shares	Sole	2023-05-12
2022-12-31	$1,212,529	9,348	-0.9%	Shares	Sole	2024-02-13
2022-09-30	$1,096,673	9,437	-2.0%	Shares	Sole	2022-11-08
2022-06-30	$1,119,796	9,631	-6.4%	Shares	Sole	2022-08-05
2022-03-31	$1,173,527	10,295	+60.0%	Shares	Sole	2022-05-11
2021-12-31	$660,347	6,433	+15.9%	Shares	Sole	2022-01-20
2021-09-30	$501,574	5,549	+8.0%	Shares	Sole	2021-10-21
2021-06-30	$504,799	5,140	-2.4%	Shares	Sole	2021-07-21
2021-03-31	$503,482	5,266	+79.6%	Shares	Sole	2021-04-28
2020-12-31	$289,916	2,932	-0.3%	Shares	Sole	2021-02-02
2020-09-30	$278,329	2,940	+13.4%	Shares	Sole	2020-11-09
2020-06-30	$207,645	2,592	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.