GoalVest Advisory LLC

Position in PGR — Progressive Corp/Oh/

CIK 1839307 NEW YORK, NY

Position in PGR

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$15,291

-$4,065 QoQ

Shares Held

-17.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,700

of 1,812 holders

Holding Since

Mar 2022

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GoalVest Advisory LLC holds $159,942 across 6 Insurance - Property & Casualty names. PGR ranks #4 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	410	$75,907
2	CB	Chubb Ltd	135	$45,999
3	MKL	Markel Group Inc.	9	$17,577
4	PGR	Progressive Corp/Oh/ This page	70	$15,291
5	ORI	Old Republic International Corp	97	$3,969
6	WRB	Berkley W R Corp	17	$1,199

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,291	70	-17.6%	Shares	Sole	2026-07-09
2025-12-31	$19,356	85	-98.6%	Shares	Sole	2026-01-05
2025-09-30	$1,459,968	5,912	+10.9%	Shares	Sole	2025-10-22
2025-06-30	$1,423,164	5,333	+0.6%	Shares	Sole	2025-08-01
2025-03-31	$1,500,236	5,301	+3.7%	Shares	Sole	2025-04-07
2024-12-31	$1,225,365	5,114	+127750.0%	Shares	Sole	2025-01-17
2022-03-31	$455	4	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.