Position in PGR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$21,341,130
-$17,176,568 QoQ
Shares Held
107,653
-36.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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 Mar 31, 2026Moran Wealth Management, LLC holds $32,467,183 across 6 Insurance - Property & Casualty names. PGR ranks #1 (65.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
This page
|
107,653 | $21,341,130 | |
| 2 | HCI |
HCI Group, Inc.
|
31,898 | $4,931,748 | |
| 3 | L |
Loews Corp
|
33,601 | $3,586,569 | |
| 4 | PLMR |
Palomar Holdings, Inc.
|
17,693 | $2,114,313 | |
| 5 | HRTG |
Heritage Insurance Holdings, Inc.
|
11,011 | $289,038 | |
| 6 | UFCS |
United Fire Group Inc
|
5,515 | $204,385 |
All Filings in PGR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,341,130 | 107,653 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $38,517,698 | 169,145 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $33,011,041 | 133,675 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $41,933,312 | 157,136 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $40,726,554 | 143,905 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $18,318,184 | 76,450 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $19,461,361 | 76,692 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,894,270 | 23,563 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,923,970 | 23,808 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,353,918 | 27,335 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,242,381 | 30,455 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,685,657 | 110,944 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $17,191,663 | 120,171 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $14,934,809 | 115,140 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||