Position in PGR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$266,509
+$25,450 QoQ
Shares Held
1,220
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,397
of 1,812 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Octavia Wealth Advisors, LLC holds $1,478,250 across 2 Insurance - Property & Casualty names. PGR ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
6,545 | $1,211,741 | |
| 2 | PGR |
Progressive Corp/Oh/
This page
|
1,220 | $266,509 |
All Filings in PGR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,509 | 1,220 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $241,059 | 1,216 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $271,442 | 1,192 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $332,394 | 1,346 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $337,844 | 1,266 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $358,573 | 1,267 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $312,451 | 1,304 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $330,903 | 1,304 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $274,177 | 1,320 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $271,968 | 1,315 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $215,983 | 1,356 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $203,378 | 1,460 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||