Position in PGR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,467,765
+$475,178 QoQ
Shares Held
6,719
+34.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#821
of 1,818 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $5,971,361 across 4 Insurance - Property & Casualty names. PGR ranks #2 (24.6% of the industry book) .
All Filings in PGR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,467,765 | 6,719 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $992,587 | 5,007 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,755,948 | 7,711 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,710,128 | 6,925 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,020,663 | 7,572 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $987,421 | 3,489 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $772,263 | 3,223 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $623,488 | 2,457 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $496,842 | 2,392 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||