Werba Rubin Papier Wealth Management
Position in PGR — Progressive Corp/Oh/
CIK 1971029
SAN JOSE, CA
Position in PGR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$410,249
+$181,619 QoQ
Shares Held
1,878
+87.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,235
of 1,812 holders
Holding Since
Sep 2024
7 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, 2026Werba Rubin Papier Wealth Management holds $2,404,815 across 5 Insurance - Property & Casualty names. PGR ranks #3 (17.1% of the industry book) .
All Filings in PGR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,249 | 1,878 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $228,630 | 1,004 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $222,995 | 903 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $250,047 | 937 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $267,161 | 944 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $242,245 | 1,011 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $239,041 | 942 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||