Position in PGR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$399,981
+$82,599 QoQ
Shares Held
1,831
+14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,241
of 1,812 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Aprio Wealth Management, LLC holds $4,392,641 across 7 Insurance - Property & Casualty names. PGR ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
5,591 | $1,330,322 | |
| 2 | TRV |
Travelers Companies, Inc.
|
2,473 | $816,386 | |
| 3 | WRB |
Berkley W R Corp
|
10,385 | $732,454 | |
| 4 | CB |
Chubb Ltd
|
1,772 | $603,791 | |
| 5 | PGR |
Progressive Corp/Oh/
This page
|
1,831 | $399,981 | |
| 6 | MKL |
Markel Group Inc.
|
135 | $263,656 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,329 | $246,051 |
All Filings in PGR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,981 | 1,831 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $317,382 | 1,601 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $324,273 | 1,424 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $382,525 | 1,549 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $539,057 | 2,020 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $568,567 | 2,009 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $370,437 | 1,546 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $315,677 | 1,244 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $245,928 | 1,184 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $203,097 | 982 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||