Position in PGR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$758,239
+$68,563 QoQ
Shares Held
3,471
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,006
of 1,812 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Naviter Wealth, LLC holds $1,502,432 across 3 Insurance - Property & Casualty names. PGR ranks #1 (50.5% of the industry book) .
All Filings in PGR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $758,239 | 3,471 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $689,676 | 3,479 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $935,929 | 4,110 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,522,693 | 6,166 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,550,456 | 5,810 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,524,857 | 5,388 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,255,316 | 5,239 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||