GUARDIAN WEALTH ADVISORS, LLC / NC

Position in PGR — Progressive Corp/Oh/

CIK 1901403 RALEIGH, NC

Position in PGR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,090,630

+$247,472 QoQ

Shares Held

14,148

-1.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#647

of 1,812 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Financial Services · as of Jun 30, 2026

GUARDIAN WEALTH ADVISORS, LLC / NC holds $5,250,709 across 5 Insurance - Property & Casualty names. PGR ranks #1 (58.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/ This page	14,148	$3,090,630
2	TRV	Travelers Companies, Inc.	2,621	$865,244
3	MKL	Markel Group Inc.	302	$589,809
4	CB	Chubb Ltd	1,125	$383,332
5	ALL	Allstate Corp	1,352	$321,694

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,090,630	14,148	-1.4%	Shares	Sole	2026-08-14
2026-03-31	$2,843,158	14,342	+2.3%	Shares	Sole	2026-05-15
2025-12-31	$3,192,178	14,018	+7.3%	Shares	Sole	2026-02-17
2025-09-30	$3,226,895	13,067	+5.6%	Shares	Sole	2025-11-14
2025-06-30	$3,302,125	12,374	+1.1%	Shares	Sole	2025-08-14
2025-03-31	$3,464,891	12,243	+0.9%	Shares	Sole	2025-05-15
2024-12-31	$2,906,469	12,130	+12.7%	Shares	Sole	2025-02-14
2024-09-30	$2,730,711	10,761	-2.7%	Shares	Sole	2024-11-14
2024-06-30	$2,296,026	11,054	+0.2%	Shares	Sole	2024-08-14
2024-03-31	$2,281,224	11,030	+0.2%	Shares	Sole	2024-05-15
2023-12-31	$1,754,150	11,013	+5.3%	Shares	Sole	2024-02-14
2023-09-30	$1,456,242	10,454	+14.5%	Shares	Sole	2023-11-14
2023-06-30	$1,208,802	9,132	+16.9%	Shares	Sole	2023-08-14
2023-03-31	$1,117,298	7,810	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.