Position in PGR
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$102,109,864
-$48,484,935 QoQ
Shares Held
467,429
-38.5% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 22%
Shared 2%
None 76%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $484,377,437 across 29 Insurance - Property & Casualty names. PGR ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
646,685 | $220,351,446 | |
| 2 | PGR |
Progressive Corp/Oh/
This page
|
467,429 | $102,109,864 | |
| 3 | ALL |
Allstate Corp
|
196,602 | $46,779,479 | |
| 4 | TRV |
Travelers Companies, Inc.
|
109,936 | $36,292,072 | |
| 5 | CINF |
Cincinnati Financial Corp
|
64,971 | $12,028,730 | |
| 6 | WRB |
Berkley W R Corp
|
123,513 | $8,711,371 | |
| 7 | L |
Loews Corp
|
74,987 | $8,489,277 | |
| 8 | ORI |
Old Republic International Corp
|
190,427 | $7,792,272 |
All Filings in PGR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,109,864 | 467,429 | Shares | Other | 2026-08-27 | |
| 2026-03-31 | $150,594,799 | 759,659 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $206,216,172 | 905,569 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $212,335,757 | 859,833 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $222,151,075 | 832,463 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $232,583,842 | 821,822 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $199,260,633 | 831,604 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $186,030,439 | 733,096 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $153,088,293 | 737,029 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $151,917,975 | 734,542 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $120,396,725 | 755,881 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $96,362,864 | 691,765 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $90,381,705 | 682,796 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $97,054,907 | 678,421 | 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. | ||||||