Center for Financial Planning, Inc.
Position in PGR — Progressive Corp/Oh/
CIK 1803557
SOUTHFIED, MI
Position in PGR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$628,619
-$93,481 QoQ
Shares Held
3,171
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Center for Financial Planning, Inc. holds $1,840,664 across 8 Insurance - Property & Casualty names. PGR ranks #2 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,255 | $734,972 | |
| 2 | PGR |
Progressive Corp/Oh/
This page
|
3,171 | $628,619 | |
| 3 | ALL |
Allstate Corp
|
1,653 | $342,733 | |
| 4 | AFG |
American Financial Group Inc
|
363 | $46,358 | |
| 5 | L |
Loews Corp
|
400 | $42,696 | |
| 6 | AIZ |
Assurant, Inc.
|
75 | $16,335 | |
| 7 | HGTY |
Hagerty, Inc.
|
1,503 | $15,826 | |
| 8 | TRV |
Travelers Companies, Inc.
|
45 | $13,125 |
All Filings in PGR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $628,619 | 3,171 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $722,100 | 3,171 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $783,078 | 3,171 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $846,213 | 3,171 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $897,424 | 3,171 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $759,803 | 3,171 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $804,672 | 3,171 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $698,736 | 3,364 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $695,742 | 3,364 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $519,252 | 3,260 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $454,118 | 3,260 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $431,526 | 3,260 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $466,375 | 3,260 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $422,854 | 3,260 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $381,982 | 3,287 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $379,040 | 3,260 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $371,607 | 3,260 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $334,639 | 3,260 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $294,671 | 3,260 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $320,164 | 3,260 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $311,688 | 3,260 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $322,348 | 3,260 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $308,624 | 3,260 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $261,158 | 3,260 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $247,216 | 3,348 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||