Regent Peak Wealth Advisors LLC

Position in PGR — Progressive Corp/Oh/

CIK 1803329 ATLANTA, GA

Position in PGR

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$2,571,374

+$125,489 QoQ

Shares Held

11,771

-4.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#690

of 1,812 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $3,204,019 across 3 Insurance - Property & Casualty names. PGR ranks #1 (80.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/ This page	11,771	$2,571,374
2	CB	Chubb Ltd	944	$321,658
3	L	Loews Corp	2,747	$310,987

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,571,374	11,771	-4.6%	Shares	Sole	2026-07-10
2026-03-31	$2,445,885	12,338	-11.9%	Shares	Sole	2026-04-14
2025-12-31	$3,190,584	14,011	-18.4%	Shares	Sole	2026-01-08
2025-09-30	$4,240,378	17,171	-7.5%	Shares	Sole	2025-10-16
2025-03-31	$5,254,929	18,568	-0.1%	Shares	Sole	2025-04-14
2024-12-31	$4,452,672	18,583	+0.1%	Shares	Sole	2025-01-07
2024-09-30	$4,708,770	18,556	+0.3%	Shares	Sole	2024-10-16
2024-06-30	$3,844,088	18,507	+0.2%	Shares	Sole	2024-08-14
2024-03-31	$3,819,344	18,467	-0.0%	Shares	Sole	2024-05-01
2023-12-31	$2,941,901	18,470	-0.3%	Shares	Sole	2024-01-23
2023-09-30	$2,581,786	18,534	-0.4%	Shares	Sole	2023-11-03
2023-06-30	$2,464,067	18,615	-0.3%	Shares	Sole	2023-07-19
2023-03-31	$2,670,501	18,667	+0.1%	Shares	Sole	2023-04-24
2022-12-31	$2,419,221	18,651	+0.2%	Shares	Sole	2023-02-08
2022-09-30	$2,163,946	18,621	+0.6%	Shares	Sole	2022-11-14
2022-06-30	$2,152,390	18,512	+0.7%	Shares	Sole	2022-08-11
2022-03-31	$2,095,022	18,379	+0.2%	Shares	Sole	2022-05-03
2021-12-31	$1,883,011	18,344	-0.4%	Shares	Sole	2022-02-11
2021-09-30	$1,664,712	18,417	-0.5%	Shares	Sole	2021-11-08
2021-06-30	$1,818,652	18,518	-0.4%	Shares	Sole	2021-08-16
2021-03-31	$1,776,911	18,585	-0.3%	Shares	Sole	2021-04-28
2020-12-31	$1,844,112	18,650	+0.8%	Shares	Sole	2021-02-12
2020-09-30	$1,751,679	18,503	+0.3%	Shares	Sole	2020-11-04
2020-06-30	$1,478,269	18,453	+9.4%	Shares	Sole	2020-08-05
2020-03-31	$1,245,163	16,863	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.