Wealth Preservation Advisors, LLC
Position in PGR — Progressive Corp/Oh/
CIK 1968434
CHATTANOOGA, TN
Position in PGR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$346,243
-$22,086 QoQ
Shares Held
1,585
-14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,296
of 1,812 holders
Holding Since
Mar 2025
6 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, 2026Wealth Preservation Advisors, LLC holds $346,243 across 1 Insurance - Property & Casualty name. PGR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
This page
|
1,585 | $346,243 |
All Filings in PGR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,243 | 1,585 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $368,329 | 1,858 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $370,045 | 1,625 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $401,293 | 1,625 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $431,512 | 1,617 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $456,778 | 1,614 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||