Position in PGR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,572,787
+$1,178,556 QoQ
Shares Held
34,666
+7.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#96
of 660 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $58,630,085 across 18 Insurance - Property & Casualty names. PGR ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
45,887 | $15,635,536 | |
| 2 | ALL |
Allstate Corp
|
41,971 | $9,986,579 | |
| 3 | TRV |
Travelers Companies, Inc.
|
23,018 | $7,598,702 | |
| 4 | PGR |
Progressive Corp/Oh/
This page
|
34,666 | $7,572,787 | |
| 5 | MKL |
Markel Group Inc.
|
1,529 | $2,986,152 | |
| 6 | SLDE |
Slide Insurance Holdings, Inc.
|
143,437 | $2,778,374 | |
| 7 | ROOT |
Root, Inc.
|
47,396 | $2,650,384 | |
| 8 | CNA |
Cna Financial Corp
|
39,507 | $1,920,435 |
All Filings in PGR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,572,787 | 34,666 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,394,231 | 32,255 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,692,918 | 29,391 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,567,041 | 30,642 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,512,642 | 28,152 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,003,680 | 31,814 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,649,524 | 23,578 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,150,566 | 20,297 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,633,886 | 17,495 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,122,593 | 10,263 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,530,680 | 9,610 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,381,995 | 9,921 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,170,547 | 8,843 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,210,430 | 8,461 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,020,947 | 7,871 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $705,046 | 6,067 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $654,135 | 5,626 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $567,670 | 4,980 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $415,527 | 4,048 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||