Position in PGR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$330,951
+$30,618 QoQ
Shares Held
1,515
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,313
of 1,812 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Kapstone Financial Advisors LLC holds $801,021 across 2 Insurance - Property & Casualty names. PGR ranks #2 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
2,539 | $470,070 | |
| 2 | PGR |
Progressive Corp/Oh/
This page
|
1,515 | $330,951 |
All Filings in PGR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,951 | 1,515 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $300,333 | 1,515 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $344,995 | 1,515 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $403,022 | 1,632 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $543,860 | 2,038 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $438,665 | 1,550 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $371,395 | 1,550 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $373,027 | 1,470 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $305,333 | 1,470 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $304,025 | 1,470 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $234,141 | 1,470 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $204,771 | 1,470 | Shares | Sole | 2023-11-03 | |
| 2023-03-31 | $210,298 | 1,470 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||