Position in PGR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,427,428
+$788,526 QoQ
Shares Held
43,156
-1.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#435
of 1,812 holders
Holding Since
Jun 2022
17 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, 2026NewEdge Wealth, LLC holds $31,556,876 across 11 Insurance - Property & Casualty names. PGR ranks #1 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
This page
|
43,156 | $9,427,428 | |
| 2 | TRV |
Travelers Companies, Inc.
|
14,064 | $4,642,807 | |
| 3 | WRB |
Berkley W R Corp
|
64,538 | $4,551,865 | |
| 4 | CB |
Chubb Ltd
|
13,199 | $4,497,427 | |
| 5 | CINF |
Cincinnati Financial Corp
|
14,835 | $2,746,551 | |
| 6 | RLI |
Rli Corp
|
37,891 | $2,238,221 | |
| 7 | ORI |
Old Republic International Corp
|
41,125 | $1,682,835 | |
| 8 | ALL |
Allstate Corp
|
3,235 | $769,735 |
All Filings in PGR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,427,428 | 43,156 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,638,902 | 43,578 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,523,542 | 50,604 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $11,083,609 | 44,882 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $12,131,188 | 45,459 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,002,894 | 45,945 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $10,993,786 | 45,882 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $11,551,916 | 45,523 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,563,804 | 21,972 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,601,124 | 22,247 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,410,065 | 15,131 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,977,224 | 14,194 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,865,755 | 14,095 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,125,574 | 21,848 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,675,657 | 20,628 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,331,637 | 20,064 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,558,172 | 22,002 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||