CATALYST FINANCIAL PARTNERS LLC

Position in PGR — Progressive Corp/Oh/

CIK 1927537 BOSTON, MA

Position in PGR

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

Position Value

$1,259,801

-$290,039 QoQ

Shares Held

5,767

-26.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#859

of 1,812 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $5,736,683 across 8 Insurance - Property & Casualty names. PGR ranks #1 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/ This page	5,767	$1,259,801
2	CB	Chubb Ltd	3,676	$1,252,560
3	THG	Hanover Insurance Group, Inc.	4,041	$865,258
4	ALL	Allstate Corp	2,840	$675,749
5	CINF	Cincinnati Financial Corp	3,203	$593,003
6	TRV	Travelers Companies, Inc.	1,639	$541,066
7	AIZ	Assurant, Inc.	1,124	$301,827
8	WRB	Berkley W R Corp	3,508	$247,419

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,259,801	5,767	-26.2%	Shares	Sole	2026-07-30
2026-03-31	$1,549,840	7,818	+67.7%	Shares	Sole	2026-05-12
2025-12-31	$1,061,402	4,661	-8.4%	Shares	Sole	2026-02-04
2025-09-30	$1,256,728	5,089	+4.0%	Shares	Sole	2025-11-12
2025-06-30	$1,306,279	4,895	+3.6%	Shares	Sole	2025-08-14
2025-03-31	$1,337,788	4,727	+1.1%	Shares	Sole	2025-05-02
2024-12-31	$1,120,176	4,675	+0.3%	Shares	Sole	2025-01-30
2024-09-30	$1,183,029	4,662	-1.9%	Shares	Sole	2024-10-28
2024-06-30	$987,453	4,754	-1.3%	Shares	Sole	2024-07-25
2024-03-31	$996,458	4,818	-3.2%	Shares	Sole	2024-04-23
2023-12-31	$793,055	4,979	-11.2%	Shares	Sole	2024-02-07
2023-09-30	$781,473	5,610	+4.6%	Shares	Sole	2023-10-26
2023-06-30	$709,900	5,363	-8.0%	Shares	Sole	2023-08-02
2023-03-31	$833,753	5,828	+87.1%	Shares	Sole	2023-04-11
2022-12-31	$404,046	3,115	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.