Position in PGR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,049,780
-$50,098 QoQ
Shares Held
13,961
-10.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#651
of 1,811 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $11,792,470 across 15 Insurance - Property & Casualty names. PGR ranks #1 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
This page
|
13,961 | $3,049,780 | |
| 2 | CB |
Chubb Ltd
|
8,439 | $2,875,504 | |
| 3 | ALL |
Allstate Corp
|
12,046 | $2,866,224 | |
| 4 | TRV |
Travelers Companies, Inc.
|
8,607 | $2,841,342 | |
| 5 | L |
Loews Corp
|
826 | $93,511 | |
| 6 | CINF |
Cincinnati Financial Corp
|
99 | $18,328 | |
| 7 | WRB |
Berkley W R Corp
|
191 | $13,471 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
40 | $13,192 |
All Filings in PGR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,049,780 | 13,961 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,099,878 | 15,637 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,606,255 | 11,445 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,259,838 | 9,151 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,082,041 | 7,802 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,438,571 | 12,150 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,816,855 | 11,756 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,097,072 | 8,264 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $348,121 | 1,676 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $367,725 | 1,778 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $307,888 | 1,933 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $253,665 | 1,821 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $243,163 | 1,837 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $7,906,925 | 55,270 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $6,084,696 | 46,910 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $5,677,322 | 48,854 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,142,814 | 61,433 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $9,861,616 | 86,513 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $288,138 | 2,807 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $133,506 | 1,477 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $173,242 | 1,764 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $239,216 | 2,502 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||