Position in PGR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$419,860
+$39,834 QoQ
Shares Held
1,922
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,229
of 1,812 holders
Holding Since
Dec 2022
15 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, 2026Phillips Wealth Planners LLC holds $1,338,745 across 3 Insurance - Property & Casualty names. PGR ranks #2 (31.4% of the industry book) .
All Filings in PGR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,860 | 1,922 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $380,026 | 1,917 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $436,311 | 1,916 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $460,314 | 1,864 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $497,960 | 1,866 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $500,078 | 1,767 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $555,176 | 2,317 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $582,379 | 2,295 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $531,529 | 2,559 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $548,486 | 2,652 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $426,551 | 2,678 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $378,199 | 2,715 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $379,637 | 2,868 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $392,699 | 2,745 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $420,779 | 3,244 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||