Avion Wealth

Position in PGR — Progressive Corp/Oh/

CIK 1792704 THE WOODLANDS, TX

Position in PGR

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$21,013

-$7,679 QoQ

Shares Held

106

-15.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Avion Wealth holds $164,559 across 16 Insurance - Property & Casualty names. PGR ranks #3 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	256	$53,079
2	CB	Chubb Ltd	120	$39,111
3	PGR	Progressive Corp/Oh/ This page	106	$21,013
4	TRV	Travelers Companies, Inc.	59	$17,209
5	L	Loews Corp	80	$8,539
6	LMND	Lemonade, Inc.	100	$6,268
7	CINF	Cincinnati Financial Corp	38	$5,979
8	ORI	Old Republic International Corp	113	$4,508

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,013	106	-15.9%	Shares	Sole	2026-05-01
2025-12-31	$28,692	126	-4.5%	Shares	Sole	2026-01-23
2025-09-30	$32,597	132	+0.8%	Shares	Sole	2025-10-24
2025-06-30	$34,958	131	+29.7%	Shares	Sole	2025-07-31
2025-03-31	$28,584	101	0.0%	Shares	Sole	2025-05-09
2024-12-31	$24,200	101	+46.4%	Shares	Sole	2025-01-29
2024-09-30	$17,509	69	+23.2%	Shares	Sole	2024-10-18
2024-06-30	$11,631	56	+21.7%	Shares	Sole	2024-07-26
2024-03-31	$9,513	46	+24.3%	Shares	Sole	2024-05-03
2023-12-31	$5,893	37	+164.3%	Shares	Sole	2024-01-26
2023-09-30	$1,950	14	-22.2%	Shares	Sole	2023-10-20
2023-06-30	$2,382	18	+12.5%	Shares	Sole	2023-07-14
2023-03-31	$2,288	16	—	Shares	Sole	2023-05-05
No filing history on record for this holder in this stock.