Everhart Financial Group, Inc.

Position in PGR — Progressive Corp/Oh/

CIK 1852858 Dublin, OH

Position in PGR

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,028,025

+$114,536 QoQ

Shares Held

4,706

+2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#919

of 1,812 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $4,424,594 across 5 Insurance - Property & Casualty names. PGR ranks #3 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	THG	Hanover Insurance Group, Inc.	5,089	$1,089,656
2	CB	Chubb Ltd	3,027	$1,031,419
3	PGR	Progressive Corp/Oh/ This page	4,706	$1,028,025
4	ORI	Old Republic International Corp	23,821	$974,755
5	TRV	Travelers Companies, Inc.	911	$300,739

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,028,025	4,706	+2.1%	Shares	Sole	2026-07-09
2026-03-31	$913,489	4,608	+16.4%	Shares	Sole	2026-04-09
2025-12-31	$901,771	3,960	-13.5%	Shares	Sole	2026-01-07
2025-09-30	$1,130,537	4,578	-1.4%	Shares	Sole	2025-11-04
2025-06-30	$1,239,297	4,644	+17.4%	Shares	Sole	2025-08-07
2025-03-31	$1,119,870	3,957	+11.6%	Shares	Sole	2025-04-16
2024-12-31	$849,657	3,546	+6.5%	Shares	Sole	2025-01-30
2024-09-30	$844,767	3,329	+60.0%	Shares	Sole	2024-11-04
2024-06-30	$432,244	2,081	+28.5%	Shares	Sole	2024-07-24
2024-03-31	$335,048	1,620	—	Shares	Sole	2024-05-13
No filing history on record for this holder in this stock.