Position in PGR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$408,283
-$32,999 QoQ
Shares Held
1,869
-16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,238
of 1,812 holders
Holding Since
Jun 2024
7 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, 2026Opal Wealth Advisors, LLC holds $1,317,927 across 2 Insurance - Property & Casualty names. PGR ranks #2 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
3,823 | $909,644 | |
| 2 | PGR |
Progressive Corp/Oh/
This page
|
1,869 | $408,283 |
All Filings in PGR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,283 | 1,869 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $441,282 | 2,226 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $440,638 | 1,935 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $458,833 | 1,858 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $429,377 | 1,609 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $238,860 | 844 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $104,270 | 502 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||