Position in PGR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,193,674
-$2,781,753 QoQ
Shares Held
10,042
-60.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#721
of 1,812 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Arkadios Wealth Advisors holds $18,163,417 across 12 Insurance - Property & Casualty names. PGR ranks #5 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRTG |
Heritage Insurance Holdings, Inc.
|
140,818 | $3,672,532 | |
| 2 | ORI |
Old Republic International Corp
|
71,041 | $2,906,996 | |
| 3 | CB |
Chubb Ltd
|
7,893 | $2,689,459 | |
| 4 | ALL |
Allstate Corp
|
10,168 | $2,419,372 | |
| 5 | PGR |
Progressive Corp/Oh/
This page
|
10,042 | $2,193,674 | |
| 6 | TRV |
Travelers Companies, Inc.
|
5,966 | $1,969,495 | |
| 7 | CINF |
Cincinnati Financial Corp
|
3,555 | $658,172 | |
| 8 | CNA |
Cna Financial Corp
|
9,425 | $458,148 |
All Filings in PGR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,193,674 | 10,042 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,975,427 | 25,098 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $5,325,003 | 23,384 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,555,386 | 22,496 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,050,893 | 3,938 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $915,537 | 3,235 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $854,209 | 3,565 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $823,958 | 3,247 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $315,511 | 1,519 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $254,595 | 1,231 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $219,328 | 1,377 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $227,616 | 1,634 | Shares | Sole | 2023-10-13 | |
| 2021-12-31 | $510,273 | 4,971 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $253,815 | 2,808 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $670,185 | 6,824 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $37,957 | 397 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $7,712 | 78 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $19,123 | 202 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $15,861 | 198 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,981 | 81 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||