SOA Wealth Advisors, LLC.

Position in PGR — Progressive Corp/Oh/

CIK 1849444 NEW YORK, NY

Position in PGR

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$612,096

+$540,239 QoQ

Shares Held

2,802

-79.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,099

of 1,812 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $766,376 across 5 Insurance - Property & Casualty names. PGR ranks #1 (79.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/ This page	2,802	$612,096
2	ALL	Allstate Corp	383	$91,131
3	CB	Chubb Ltd	112	$38,162
4	TRV	Travelers Companies, Inc.	70	$23,108
5	AIZ	Assurant, Inc.	7	$1,879

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$612,096	2,802	-79.3%	Shares	Sole	2026-07-21
2026-03-31	$71,857	13,538	-0.5%	Shares	Sole	2026-05-20
2025-12-31	$95,923	13,605	-0.1%	Shares	Sole	2026-01-20
2025-09-30	$107,338	13,623	-1.2%	Shares	Sole	2025-10-21
2025-06-30	$160,017	13,792	+17.2%	Shares	Sole	2025-07-18
2025-03-31	$50,970	11,771	+294175.0%	Shares	Sole	2025-04-14
2022-06-30	$465	4	0.0%	Shares	Sole	2022-07-13
2022-03-31	$455	4	0.0%	Shares	Sole	2022-04-07
2021-12-31	$410	4	0.0%	Shares	Sole	2022-01-13
2021-09-30	$361	4	0.0%	Shares	Sole	2021-10-12
2021-06-30	$392	4	+33.3%	Shares	Sole	2021-07-14
2021-03-31	$286	3	0.0%	Shares	Sole	2021-04-26
2020-12-31	$296	3	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.