Position in PGR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$374,860
+$112,589 QoQ
Shares Held
1,716
+29.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,273
of 1,812 holders
Holding Since
Mar 2025
6 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, 2026Baron Wealth Management LLC holds $3,448,707 across 8 Insurance - Property & Casualty names. PGR ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,044 | $696,472 | |
| 2 | TRV |
Travelers Companies, Inc.
|
1,918 | $633,170 | |
| 3 | ALL |
Allstate Corp
|
2,141 | $509,429 | |
| 4 | WRB |
Berkley W R Corp
|
6,221 | $438,767 | |
| 5 | PGR |
Progressive Corp/Oh/
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|
1,716 | $374,860 | |
| 6 | SIGI |
Selective Insurance Group Inc
|
3,722 | $361,071 | |
| 7 | MCY |
Mercury General Corp
|
2,156 | $229,872 | |
| 8 | MKL |
Markel Group Inc.
|
105 | $205,066 |
All Filings in PGR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,860 | 1,716 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $262,271 | 1,323 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $201,076 | 883 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $216,328 | 876 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $296,481 | 1,111 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $238,860 | 844 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||