AXXCESS WEALTH MANAGEMENT, LLC

Position in PGR — Progressive Corp/Oh/

CIK 1911056 CARLSBAD, CA

Position in PGR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$502,435

+$79,104 QoQ

Shares Held

2,300

+23.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,174

of 1,812 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Financial Services · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $9,128,020 across 7 Insurance - Property & Casualty names. PGR ranks #6 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	16,822	$4,002,626
2	MKL	Markel Group Inc.	849	$1,658,105
3	CB	Chubb Ltd	4,528	$1,542,870
4	CINF	Cincinnati Financial Corp	3,533	$654,099
5	TRV	Travelers Companies, Inc.	1,586	$523,570
6	PGR	Progressive Corp/Oh/ This page	2,300	$502,435
7	WRB	Berkley W R Corp	3,464	$244,315

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$502,435	2,300	+23.7%	Shares	Sole	2026-07-28
2025-12-31	$423,331	1,859	+1.6%	Shares	Sole	2026-02-19
2025-09-30	$451,671	1,829	-29.4%	Shares	Sole	2025-11-07
2025-06-30	$691,434	2,591	+83.6%	Shares	Sole	2025-07-28
2025-03-31	$399,327	1,411	+5.6%	Shares	Sole	2025-04-30
2024-12-31	$320,118	1,336	-46.1%	Shares	Sole	2025-02-10
2024-09-30	$629,324	2,480	-59.1%	Shares	Sole	2024-11-04
2024-06-30	$1,258,722	6,060	+376.0%	Shares	Sole	2024-08-09
2024-03-31	$263,281	1,273	-75.1%	Shares	Sole	2024-05-14
2023-12-31	$814,080	5,111	+48.1%	Shares	Sole	2024-02-06
2023-09-30	$480,863	3,452	+0.6%	Shares	Sole	2023-11-14
2023-06-30	$454,161	3,431	—	Shares	Sole	2023-08-08
No filing history on record for this holder in this stock.