Accretive Wealth Partners, LLC

Position in PGR — Progressive Corp/Oh/

CIK 1844444 PARSIPPANY, NJ

Position in PGR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$4,313,295

+$345,125 QoQ

Shares Held

19,745

-1.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.45%

of 13F equity value

Holder Rank

#571

of 1,812 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accretive Wealth Partners, LLC holds $4,937,588 across 3 Insurance - Property & Casualty names. PGR ranks #1 (87.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/ This page	19,745	$4,313,295
2	ALL	Allstate Corp	1,450	$345,013
3	MKL	Markel Group Inc.	143	$279,280

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,313,295	19,745	-1.4%	Shares	Sole	2026-07-29
2026-03-31	$3,968,170	20,017	+0.4%	Shares	Sole	2026-04-22
2025-12-31	$4,539,142	19,933	-0.1%	Shares	Sole	2026-01-28
2025-09-30	$4,928,875	19,959	+0.8%	Shares	Sole	2025-11-07
2025-06-30	$5,284,895	19,804	-1.4%	Shares	Sole	2025-07-29
2025-03-31	$5,685,953	20,091	+72.7%	Shares	Sole	2025-05-07
2024-12-31	$2,788,101	11,636	-2.6%	Shares	Sole	2025-01-30
2024-09-30	$3,030,909	11,944	-4.4%	Shares	Sole	2024-11-12
2024-06-30	$2,595,544	12,496	-0.5%	Shares	Sole	2024-08-05
2024-03-31	$2,598,693	12,565	-1.1%	Shares	Sole	2024-05-06
2023-12-31	$2,024,130	12,708	-3.0%	Shares	Sole	2024-02-13
2023-09-30	$1,824,830	13,100	-0.2%	Shares	Sole	2023-11-06
2023-06-30	$1,737,488	13,126	+1.1%	Shares	Sole	2023-08-07
2023-03-31	$1,857,204	12,982	-1.8%	Shares	Sole	2023-05-04
2022-12-31	$1,714,506	13,218	-1.1%	Shares	Sole	2023-02-13
2022-09-30	$1,552,798	13,362	-1.1%	Shares	Sole	2022-11-14
2022-06-30	$1,571,505	13,516	+0.5%	Shares	Sole	2022-08-12
2022-03-31	$1,532,823	13,447	+2.0%	Shares	Sole	2022-05-12
2021-12-31	$1,352,721	13,178	+4.7%	Shares	Sole	2022-02-14
2021-09-30	$1,138,010	12,590	+5.3%	Shares	Sole	2021-11-12
2021-06-30	$1,174,689	11,961	+11.2%	Shares	Sole	2021-08-13
2021-03-31	$1,028,381	10,756	+10.0%	Shares	Sole	2021-05-17
2020-12-31	$966,848	9,778	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.