Avion Wealth

Position in PGR — Progressive Corp/Oh/

CIK 1792704 THE WOODLANDS, TX

Position in PGR

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$30,801

+$9,788 QoQ

Shares Held

141

+33.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,660

of 1,821 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avion Wealth holds $206,091 across 18 Insurance - Property & Casualty names. PGR ranks #3 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	281	$66,861
2	CB	Chubb Ltd	125	$42,592
3	PGR	Progressive Corp/Oh/ This page	141	$30,801
4	TRV	Travelers Companies, Inc.	67	$22,118
5	L	Loews Corp	95	$10,754
6	CINF	Cincinnati Financial Corp	38	$7,035
7	LMND	Lemonade, Inc.	100	$6,505
8	WRB	Berkley W R Corp	78	$5,501

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,801	141	+33.0%	Shares	Sole	2026-07-31
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	$24	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	14	-22.2%	Shares	Sole	2023-10-20
2023-06-30	$530	18	+12.5%	Shares	Sole	2023-07-14
2023-03-31	$2	16	—	Shares	Sole	2023-05-05
No filing history on record for this holder in this stock.