Impact Partnership Wealth, LLC

Position in PGR — Progressive Corp/Oh/

CIK 1984555 MARIETTA, GA

Position in PGR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,834,388

+$959,038 QoQ

Shares Held

12,975

+37.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#669

of 1,812 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Impact Partnership Wealth, LLC holds $16,761,702 across 12 Insurance - Property & Casualty names. PGR ranks #1 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/ This page	12,975	$2,834,388
2	CB	Chubb Ltd	6,456	$2,199,816
3	TRV	Travelers Companies, Inc.	6,611	$2,182,423
4	ALL	Allstate Corp	8,607	$2,047,949
5	CINF	Cincinnati Financial Corp	8,662	$1,603,682
6	WRB	Berkley W R Corp	21,389	$1,508,566
7	ORI	Old Republic International Corp	28,489	$1,165,769
8	AIZ	Assurant, Inc.	3,257	$874,602

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,834,388	12,975	+37.2%	Shares	Sole	2026-07-29
2026-03-31	$1,875,350	9,460	+48.1%	Shares	Sole	2026-04-23
2025-12-31	$1,454,903	6,389	+45.9%	Shares	Sole	2026-02-10
2025-09-30	$1,081,394	4,379	+54.4%	Shares	Sole	2025-11-03
2025-06-30	$756,814	2,836	-5.1%	Shares	Sole	2025-08-04
2025-03-31	$845,916	2,989	+5.2%	Shares	Sole	2025-05-05
2024-12-31	$680,492	2,840	+12.8%	Shares	Sole	2025-01-21
2024-09-30	$638,713	2,517	-3.4%	Shares	Sole	2024-10-22
2024-06-30	$541,084	2,605	+28844.4%	Shares	Sole	2024-08-02
2023-12-31	$1,433	9	-47.1%	Shares	Sole	2024-02-14
2023-09-30	$2,367	17	+88.9%	Shares	Sole	2023-10-17
2023-06-30	$1,191	9	—	Shares	Sole	2023-07-17
No filing history on record for this holder in this stock.