Compound Planning, Inc.

Position in PGR — Progressive Corp/Oh/

CIK 1978879 NEW YORK, NY

Position in PGR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,581,577

+$270,616 QoQ

Shares Held

7,240

+9.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#804

of 1,812 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $9,727,732 across 11 Insurance - Property & Casualty names. PGR ranks #2 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	5,393	$1,837,610
2	PGR	Progressive Corp/Oh/ This page	7,240	$1,581,577
3	TRV	Travelers Companies, Inc.	4,564	$1,506,667
4	ALL	Allstate Corp	4,777	$1,136,639
5	MKL	Markel Group Inc.	412	$804,640
6	L	Loews Corp	6,825	$772,658
7	AIZ	Assurant, Inc.	2,114	$567,671
8	CINF	Cincinnati Financial Corp	2,473	$457,851

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,581,577	7,240	+9.5%	Shares	Other	2026-08-04
2026-03-31	$1,310,961	6,613	+23.2%	Shares	Sole	2026-05-14
2025-12-31	$1,222,400	5,368	-5.9%	Shares	Sole	2026-02-19
2025-09-30	$1,409,343	5,707	+1.7%	Shares	Sole	2025-11-10
2025-06-30	$1,497,885	5,613	+3.5%	Shares	Sole	2025-08-14
2025-03-31	$1,534,480	5,422	+6.5%	Shares	Sole	2025-05-14
2024-12-31	$1,219,375	5,089	+5.7%	Shares	Sole	2025-01-17
2024-09-30	$1,221,854	4,815	+4.4%	Shares	Sole	2024-10-08
2024-06-30	$957,543	4,610	+64.6%	Shares	Sole	2024-07-26
2024-03-31	$579,096	2,800	+19.3%	Shares	Sole	2024-05-07
2023-12-31	$373,989	2,348	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.