Position in PGR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,132,727
+$357,687 QoQ
Shares Held
9,763
+9.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#727
of 1,812 holders
Holding Since
Mar 2022
17 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, 2026Aaron Wealth Advisors LLC holds $6,998,587 across 7 Insurance - Property & Casualty names. PGR ranks #1 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
This page
|
9,763 | $2,132,727 | |
| 2 | CB |
Chubb Ltd
|
5,915 | $2,015,477 | |
| 3 | L |
Loews Corp
|
8,553 | $968,285 | |
| 4 | ALL |
Allstate Corp
|
3,640 | $866,101 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,273 | $420,242 | |
| 6 | MKL |
Markel Group Inc.
|
174 | $339,823 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
776 | $255,932 |
All Filings in PGR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,132,727 | 9,763 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,775,040 | 8,954 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,019,876 | 8,870 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,986,465 | 8,044 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $2,017,461 | 7,560 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,983,617 | 7,009 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,616,409 | 6,746 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,732,673 | 6,828 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,274,300 | 6,135 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,149,712 | 5,559 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $912,674 | 5,730 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $756,399 | 5,430 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $709,370 | 5,359 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $773,239 | 5,405 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $650,884 | 5,018 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $231,955 | 1,996 | Shares | Sole | 2022-10-21 | |
| 2022-03-31 | $1,021,000 | 116,383 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||