Position in PGR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,713
+$343 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,764
of 1,812 holders
Holding Since
Mar 2022
15 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, 2026Beaird Harris Wealth Management, LLC holds $325,405 across 7 Insurance - Property & Casualty names. PGR ranks #3 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
527 | $173,973 | |
| 2 | RLI |
Rli Corp
|
2,356 | $139,168 | |
| 3 | PGR |
Progressive Corp/Oh/
This page
|
17 | $3,713 | |
| 4 | ALL |
Allstate Corp
|
15 | $3,569 | |
| 5 | LMND |
Lemonade, Inc.
|
40 | $2,602 | |
| 6 | ORI |
Old Republic International Corp
|
34 | $1,391 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
3 | $989 |
All Filings in PGR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,713 | 17 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,370 | 17 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,871 | 17 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $5,185 | 21 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,604 | 21 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,698 | 6 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,437 | 6 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,522 | 6 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $1,246 | 6 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,240 | 6 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $955 | 6 | Shares | Sole | 2024-02-27 | |
| 2022-12-31 | $16,473 | 127 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,137 | 27 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $3,139 | 27 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,077 | 27 | Shares | Sole | 2022-05-27 | |
| No filing history on record for this holder in this stock. | ||||||