Position in PGR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$612,752
+$59,465 QoQ
Shares Held
2,805
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,097
of 1,812 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Performance Wealth Partners, LLC holds $817,142 across 2 Insurance - Property & Casualty names. PGR ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
This page
|
2,805 | $612,752 | |
| 2 | ALL |
Allstate Corp
|
859 | $204,390 |
All Filings in PGR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,752 | 2,805 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $553,287 | 2,791 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $652,645 | 2,866 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $712,450 | 2,885 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $300,751 | 1,127 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $320,084 | 1,131 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $272,196 | 1,136 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $290,555 | 1,145 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $225,365 | 1,085 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $224,399 | 1,085 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||