Position in PGR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$89,564
+$15,026 QoQ
Shares Held
410
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,569
of 1,811 holders
Holding Since
Dec 2024
7 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, 2026High Note Wealth, LLC holds $1,090,918 across 10 Insurance - Property & Casualty names. PGR ranks #2 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
2,873 | $948,434 | |
| 2 | PGR |
Progressive Corp/Oh/
This page
|
410 | $89,564 | |
| 3 | ALL |
Allstate Corp
|
64 | $15,228 | |
| 4 | CB |
Chubb Ltd
|
41 | $13,970 | |
| 5 | L |
Loews Corp
|
114 | $12,905 | |
| 6 | CINF |
Cincinnati Financial Corp
|
15 | $2,777 | |
| 7 | SIGI |
Selective Insurance Group Inc
|
27 | $2,619 | |
| 8 | HMN |
Horace Mann Educators Corp /De/
|
39 | $2,014 |
All Filings in PGR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,564 | 410 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $74,538 | 376 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $82,434 | 362 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $86,185 | 349 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $92,600 | 347 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $98,204 | 347 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $83,384 | 348 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||