Soltis Investment Advisors LLC

Position in PGR — Progressive Corp/Oh/

CIK 1802530 ST. GEORGE, UT

Position in PGR

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

Position Value

$564,256

+$71,234 QoQ

Shares Held

2,583

+3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,124

of 1,812 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Financial Services · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $3,517,423 across 4 Insurance - Property & Casualty names. PGR ranks #3 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	4,570	$1,508,648
2	CB	Chubb Ltd	3,194	$1,088,323
3	PGR	Progressive Corp/Oh/ This page	2,583	$564,256
4	ALL	Allstate Corp	1,497	$356,196

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$564,256	2,583	+3.9%	Shares	Sole	2026-07-31
2026-03-31	$493,022	2,487	-3.5%	Shares	Sole	2026-04-27
2025-12-31	$586,834	2,577	+146.8%	Shares	Sole	2026-04-02
2025-09-30	$257,815	1,044	-5.4%	Shares	Sole	2025-11-12
2025-06-30	$294,613	1,104	—	Shares	Sole	2025-08-06
No filing history on record for this holder in this stock.