Position in PGR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,593,284
+$446,026 QoQ
Shares Held
16,449
+3.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#614
of 1,812 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $72,540,059 across 17 Insurance - Property & Casualty names. PGR ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
58,837 | $19,423,270 | |
| 2 | CINF |
Cincinnati Financial Corp
|
102,291 | $18,938,155 | |
| 3 | CB |
Chubb Ltd
|
38,470 | $13,108,267 | |
| 4 | ALL |
Allstate Corp
|
33,550 | $7,982,887 | |
| 5 | WRB |
Berkley W R Corp
|
63,404 | $4,471,884 | |
| 6 | PGR |
Progressive Corp/Oh/
This page
|
16,449 | $3,593,284 | |
| 7 | MKL |
Markel Group Inc.
|
667 | $1,302,657 | |
| 8 | ORI |
Old Republic International Corp
|
21,479 | $878,920 |
All Filings in PGR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,593,284 | 16,449 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,147,258 | 15,876 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,592,738 | 15,777 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,093,542 | 12,527 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,684,269 | 13,806 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,690,450 | 13,040 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,935,462 | 12,251 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,552,318 | 10,058 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,313,889 | 11,140 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,958,998 | 9,472 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,096,164 | 6,882 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,066,620 | 7,657 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $868,479 | 6,561 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $905,140 | 6,327 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,907,385 | 14,705 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,416,135 | 12,186 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,431,981 | 12,316 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $994,904 | 8,728 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $976,612 | 9,514 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $687,867 | 7,610 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $779,590 | 7,938 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $935,926 | 9,789 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $615,429 | 6,224 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $2,650 | 28 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||