Position in PGR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$201,629
-$3,339 QoQ
Shares Held
923
+11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,511
of 1,812 holders
Holding Since
Mar 2025
4 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, 2026Quantum Financial Advisors, LLC holds $545,614 across 2 Insurance - Property & Casualty names. PGR ranks #2 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
1,042 | $343,985 | |
| 2 | PGR |
Progressive Corp/Oh/
This page
|
923 | $201,629 |
All Filings in PGR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,629 | 923 | Shares | Sole | 2026-07-08 | |
| 2025-09-30 | $204,968 | 830 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $222,027 | 832 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $229,238 | 810 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||