Beverly Hills Private Wealth, LLC

Position in PGR — Progressive Corp/Oh/

CIK 1965710 BEVERLY HILLS, CA

Position in PGR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$815,255

-$1,127,695 QoQ

Shares Held

3,732

-61.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#983

of 1,812 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $5,385,363 across 4 Insurance - Property & Casualty names. PGR ranks #2 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	10,343	$3,524,272
2	PGR	Progressive Corp/Oh/ This page	3,732	$815,255
3	CINF	Cincinnati Financial Corp	2,919	$540,423
4	TRV	Travelers Companies, Inc.	1,531	$505,413

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$815,255	3,732	-61.9%	Shares	Sole	2026-08-07
2026-03-31	$1,942,950	9,801	-1.3%	Shares	Sole	2026-05-04
2025-12-31	$2,260,576	9,927	-1.7%	Shares	Sole	2026-02-17
2025-09-30	$2,494,934	10,103	-4.6%	Shares	Sole	2025-11-10
2025-06-30	$2,824,712	10,585	-3.0%	Shares	Sole	2025-07-29
2025-03-31	$3,088,770	10,914	-9.6%	Shares	Sole	2025-04-30
2024-12-31	$2,892,331	12,071	-3.4%	Shares	Sole	2025-02-14
2024-09-30	$3,169,715	12,491	-14.9%	Shares	Sole	2024-11-12
2024-06-30	$3,048,558	14,677	+0.0%	Shares	Sole	2024-08-08
2024-03-31	$3,035,289	14,676	-7.2%	Shares	Sole	2024-05-09
2023-12-31	$2,519,170	15,816	-4.1%	Shares	Sole	2024-01-30
2023-09-30	$2,297,613	16,494	-51.6%	Shares	Sole	2023-11-08
2023-06-30	$4,509,845	34,070	+42.2%	Shares	Sole	2023-08-10
2023-03-31	$3,428,432	23,965	+18.1%	Shares	Sole	2023-05-04
2022-12-31	$2,632,205	20,293	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.