Abound Wealth Management

Position in PGR — Progressive Corp/Oh/

CIK 1950323 FRANKLIN, TN

Position in PGR

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$8,301

-$12,712 QoQ

Shares Held

-64.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,730

of 1,811 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Abound Wealth Management holds $1,066,567 across 10 Insurance - Property & Casualty names. PGR ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	2,738	$932,946
2	TRV	Travelers Companies, Inc.	213	$70,315
3	KNSL	Kinsale Capital Group, Inc.	146	$48,152
4	PGR	Progressive Corp/Oh/ This page	38	$8,301
5	TRUP	Trupanion, Inc.	176	$4,359
6	ALL	Allstate Corp	5	$1,189
7	CINF	Cincinnati Financial Corp	4	$740
8	L	Loews Corp	2	$226

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,301	38	-64.2%	Shares	Sole	2026-07-10
2026-03-31	$21,013	106	+2.9%	Shares	Sole	2026-04-10
2025-12-31	$23,455	103	0.0%	Shares	Sole	2026-01-12
2025-09-30	$25,435	103	0.0%	Shares	Sole	2025-10-10
2025-06-30	$27,486	103	0.0%	Shares	Sole	2025-07-14
2025-03-31	$29,150	103	-12.0%	Shares	Sole	2025-04-17
2024-12-31	$28,034	117	+1.7%	Shares	Sole	2025-01-13
2024-09-30	$29,182	115	-0.9%	Shares	Sole	2024-11-04
2024-06-30	$24,094	116	-5.7%	Shares	Sole	2024-08-09
2024-03-31	$25,438	123	+3.4%	Shares	Sole	2024-08-08
2023-12-31	$18,954	119	0.0%	Shares	Sole	2024-08-08
2023-09-30	$16,576	119	-2.5%	Shares	Sole	2024-08-08
2023-06-30	$16,149	122	+45.2%	Shares	Sole	2024-08-08
2023-03-31	$12,017	84	+10.5%	Shares	Sole	2024-08-07
2022-12-31	$9,857	76	+153.3%	Shares	Sole	2024-08-07
2022-09-30	$3,486	30	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.