Corient Private Wealth LLC

Position in PGR — Progressive Corp/Oh/

CIK 1948780 MIAMI, FL

Position in PGR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$150,594,799

-$55,621,373 QoQ

Shares Held

759,659

-16.1% QoQ

Ownership

0.131%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 95% Shared 1% None 3%

Financial Services · as of Mar 31, 2026

Corient Private Wealth LLC holds $510,825,794 across 27 Insurance - Property & Casualty names. PGR ranks #2 (29.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	685,467	$223,414,258
2	PGR	Progressive Corp/Oh/ This page	759,659	$150,594,799
3	ALL	Allstate Corp	256,854	$53,256,107
4	ORI	Old Republic International Corp	287,013	$11,451,818
5	CINF	Cincinnati Financial Corp	67,592	$10,635,601
6	L	Loews Corp	73,291	$7,823,081
7	WRB	Berkley W R Corp	115,918	$7,683,045
8	AIZ	Assurant, Inc.	32,843	$7,153,533

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$150,594,799	759,659	-16.1%	Shares	Other	2026-05-15
2025-12-31	$206,216,172	905,569	+5.3%	Shares	Sole	2026-03-09
2025-09-30	$212,335,757	859,833	+3.3%	Shares	Other	2025-11-14
2025-06-30	$222,151,075	832,463	+1.3%	Shares	Sole	2025-09-26
2025-03-31	$232,583,842	821,822	-1.2%	Shares	Defined	2025-05-14
2024-12-31	$199,260,633	831,604	+13.4%	Shares	Other	2025-02-10
2024-09-30	$186,030,439	733,096	-0.5%	Shares	Defined	2024-11-12
2024-06-30	$153,088,293	737,029	+0.3%	Shares	Other	2024-08-13
2024-03-31	$151,917,975	734,542	-2.8%	Shares	Sole	2024-05-09
2023-12-31	$120,396,725	755,881	+9.3%	Shares	Sole	2024-02-09
2023-09-30	$96,362,864	691,765	+1.3%	Shares	Other	2023-11-03
2023-06-30	$90,381,705	682,796	+0.6%	Shares	Other	2023-08-10
2023-03-31	$97,054,907	678,421	-4.5%	Shares	Other	2023-05-15
2022-12-31	$92,116,669	710,174	—	Shares	Other	2023-02-15
No filing history on record for this holder in this stock.