Position in PGR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$555,299
+$61,285 QoQ
Shares Held
2,542
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#1,132
of 1,812 holders
Holding Since
Dec 2020
23 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, 2026DEFINED WEALTH MANAGEMENT, LLC holds $1,221,811 across 2 Insurance - Property & Casualty names. PGR ranks #2 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
2,019 | $666,512 | |
| 2 | PGR |
Progressive Corp/Oh/
This page
|
2,542 | $555,299 |
All Filings in PGR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,299 | 2,542 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $494,014 | 2,492 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $565,656 | 2,484 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $859,139 | 3,479 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $948,687 | 3,555 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $999,591 | 3,532 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $845,583 | 3,529 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $892,727 | 3,518 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $728,023 | 3,505 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $721,801 | 3,490 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $555,568 | 3,488 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $514,156 | 3,691 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $478,120 | 3,612 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $516,446 | 3,610 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $468,253 | 3,610 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $419,518 | 3,610 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $419,734 | 3,610 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $411,503 | 3,610 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $370,566 | 3,610 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $326,307 | 3,610 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $354,538 | 3,610 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $345,152 | 3,610 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $356,956 | 3,610 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||