FIDELIS CAPITAL PARTNERS, LLC

Position in PGR — Progressive Corp/Oh/

CIK 1962755 TAMPA, FL

Position in PGR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$908,315

+$109,408 QoQ

Shares Held

4,158

+3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#954

of 1,812 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Financial Services · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $6,149,068 across 8 Insurance - Property & Casualty names. PGR ranks #3 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	6,118	$2,084,647
2	TRV	Travelers Companies, Inc.	3,065	$1,011,817
3	PGR	Progressive Corp/Oh/ This page	4,158	$908,315
4	SLDE	Slide Insurance Holdings, Inc.	37,313	$722,752
5	ALL	Allstate Corp	2,101	$499,911
6	MKL	Markel Group Inc.	164	$320,293
7	WRB	Berkley W R Corp	4,486	$316,397
8	DGICA	Donegal Group Inc	15,108	$284,936

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$908,315	4,158	+3.2%	Shares	Sole	2026-08-13
2026-03-31	$798,907	4,030	-7.7%	Shares	Sole	2026-05-06
2025-12-31	$993,997	4,365	-0.3%	Shares	Sole	2026-02-09
2025-09-30	$1,081,147	4,378	+9.7%	Shares	Sole	2025-11-03
2025-06-30	$1,065,305	3,992	-2.9%	Shares	Sole	2025-08-07
2025-03-31	$1,163,454	4,111	-1.9%	Shares	Sole	2025-05-01
2024-12-31	$1,003,726	4,189	+1.1%	Shares	Sole	2025-02-06
2024-09-30	$1,051,073	4,142	-4.0%	Shares	Sole	2024-10-25
2024-06-30	$895,853	4,313	-12.7%	Shares	Sole	2024-08-13
2024-03-31	$1,021,690	4,940	+32.2%	Shares	Sole	2024-05-06
2023-12-31	$595,070	3,736	+14.6%	Shares	Sole	2024-01-31
2023-09-30	$454,118	3,260	+0.0%	Shares	Sole	2023-11-08
2023-06-30	$431,393	3,259	+10.1%	Shares	Sole	2023-08-10
2023-03-31	$423,600	2,961	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.