Independent Solutions Wealth Management, LLC
Position in PGR — Progressive Corp/Oh/
CIK 1818391
Williamsville, NY
Position in PGR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,911,655
New position
Shares Held
8,751
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#758
of 1,812 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Independent Solutions Wealth Management, LLC holds $2,711,609 across 2 Insurance - Property & Casualty names. PGR ranks #1 (70.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
This page
|
8,751 | $1,911,655 | |
| 2 | ALL |
Allstate Corp
|
3,362 | $799,954 |
All Filings in PGR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,911,655 | 8,751 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||