Williams Jones Wealth Management, LLC.
Position in PGR — Progressive Corp/Oh/
CIK 1788587
New York, NY
Position in PGR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$35,113,653
+$2,420,904 QoQ
Shares Held
160,740
-2.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#55
of 902 holders
Holding Since
Mar 2020
26 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, 2026Williams Jones Wealth Management, LLC. holds $50,418,291 across 9 Insurance - Property & Casualty names. PGR ranks #1 (69.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
This page
|
160,740 | $35,113,653 | |
| 2 | WTM |
White Mountains Insurance Group Ltd
|
5,193 | $10,767,113 | |
| 3 | CB |
Chubb Ltd
|
2,943 | $1,002,797 | |
| 4 | ALL |
Allstate Corp
|
3,859 | $918,210 | |
| 5 | TRV |
Travelers Companies, Inc.
|
2,231 | $736,497 | |
| 6 | WRB |
Berkley W R Corp
|
9,927 | $700,151 | |
| 7 | L |
Loews Corp
|
5,201 | $588,805 | |
| 8 | FRFHF |
Fairfax Financial Holdings Ltd/ Can
|
200 | $329,362 |
All Filings in PGR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,113,653 | 160,740 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $32,692,749 | 164,915 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $37,808,351 | 166,030 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $41,622,928 | 168,548 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $46,578,811 | 174,544 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $52,462,978 | 185,375 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $44,744,052 | 186,737 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $48,163,394 | 189,799 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $39,557,954 | 190,448 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $39,136,548 | 189,230 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $30,211,593 | 189,676 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $26,550,580 | 190,600 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $25,249,048 | 190,746 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $26,965,093 | 188,488 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $24,816,895 | 191,326 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $22,388,321 | 192,654 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,131,451 | 198,946 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $22,837,440 | 200,346 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $20,841,542 | 203,035 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $18,802,656 | 208,017 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $20,058,705 | 204,243 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $18,433,894 | 192,803 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $18,555,623 | 187,658 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $11,668,172 | 123,251 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $9,665,271 | 120,650 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,413,329 | 113,940 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||