Simplicity Wealth,LLC

Position in PGR — Progressive Corp/Oh/

CIK 1913243 SUMMIT, NJ

Position in PGR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,533,082

+$1,022,020 QoQ

Shares Held

7,018

+172.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#808

of 1,812 holders

Holding Since

Mar 2024

9 quarters on record

Financial Services · as of Jun 30, 2026

Simplicity Wealth,LLC holds $4,610,405 across 6 Insurance - Property & Casualty names. PGR ranks #1 (33.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/ This page	7,018	$1,533,082
2	RLI	Rli Corp	13,447	$794,314
3	ALL	Allstate Corp	3,321	$790,198
4	WRB	Berkley W R Corp	8,351	$588,996
5	CB	Chubb Ltd	1,456	$496,117
6	TRV	Travelers Companies, Inc.	1,235	$407,698

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,533,082	7,018	+172.2%	Shares	Sole	2026-08-06
2026-03-31	$511,062	2,578	-10.1%	Shares	Sole	2026-04-30
2025-12-31	$653,100	2,868	+38.3%	Shares	Sole	2026-01-30
2025-09-30	$512,174	2,074	-57.2%	Shares	Sole	2025-10-30
2025-06-30	$1,292,136	4,842	+153.9%	Shares	Sole	2025-07-22
2025-03-31	$539,700	1,907	+7.0%	Shares	Sole	2025-04-15
2024-09-30	$452,454	1,783	-87.0%	Shares	Sole	2024-10-10
2024-06-30	$2,845,419	13,699	+2.8%	Shares	Sole	2024-07-10
2024-03-31	$2,755,669	13,324	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.