True Wealth Design, LLC

Position in PGR — Progressive Corp/Oh/

CIK 1966033 AKRON, OH

Position in PGR

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$58,544

-$10,245 QoQ

Shares Held

268

-22.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#226

of 273 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

True Wealth Design, LLC holds $1,199,919 across 33 Insurance - Property & Casualty names. PGR ranks #5 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	920	$313,480
2	TRV	Travelers Companies, Inc.	607	$200,382
3	THG	Hanover Insurance Group, Inc.	548	$117,337
4	ALL	Allstate Corp	317	$75,426
5	PGR	Progressive Corp/Oh/ This page	268	$58,544
6	ORI	Old Republic International Corp	1,370	$56,060
7	MKL	Markel Group Inc.	21	$41,013
8	WRB	Berkley W R Corp	561	$39,567

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,544	268	-22.8%	Shares	Sole	2026-07-16
2026-03-31	$68,789	347	-17.8%	Shares	Sole	2026-04-13
2025-12-31	$96,097	422	+51.3%	Shares	Sole	2026-01-08
2025-09-30	$68,899	279	+20.8%	Shares	Sole	2025-10-21
2025-06-30	$61,644	231	+3.1%	Shares	Sole	2025-08-06
2025-03-31	$63,394	224	+6.2%	Shares	Sole	2025-05-13
2024-12-31	$50,557	211	-54.5%	Shares	Sole	2025-02-14
2024-09-30	$117,744	464	+142.9%	Shares	Sole	2024-11-14
2024-06-30	$39,672	191	0.0%	Shares	Sole	2024-08-14
2024-03-31	$39,502	191	0.0%	Shares	Sole	2024-05-14
2023-12-31	$30,422	191	-70.2%	Shares	Sole	2024-02-14
2023-09-30	$89,291	641	0.0%	Shares	Sole	2023-11-13
2023-06-30	$84,849	641	-3.0%	Shares	Sole	2023-08-14
2023-03-31	$94,562	661	+3.1%	Shares	Sole	2023-05-12
2022-12-31	$83,144	641	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.