Position in PGR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,789,207
+$487,951 QoQ
Shares Held
31,079
-2.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.61%
of 13F equity value
Holder Rank
#493
of 1,812 holders
Holding Since
Sep 2023
12 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, 2026FSM Wealth Advisors, LLC holds $7,669,604 across 3 Insurance - Property & Casualty names. PGR ranks #1 (88.5% of the industry book) .
All Filings in PGR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,789,207 | 31,079 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,301,256 | 31,786 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,177,962 | 31,521 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,567,288 | 30,643 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $8,132,825 | 30,476 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $503,191 | 1,778 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $398,711 | 1,664 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $406,777 | 1,603 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $317,588 | 1,529 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $312,918 | 1,513 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $254,210 | 1,596 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $206,024 | 1,479 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||