Concurrent Investment Advisors, LLC

Position in PGR — Progressive Corp/Oh/

CIK 2001015 Tampa, FL

Position in PGR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,127,702

+$436,121 QoQ

Shares Held

9,740

+14.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#728

of 1,812 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $42,908,894 across 17 Insurance - Property & Casualty names. PGR ranks #4 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	72,571	$24,727,842
2	ALL	Allstate Corp	21,821	$5,192,087
3	TRV	Travelers Companies, Inc.	7,889	$2,604,315
4	PGR	Progressive Corp/Oh/ This page	9,740	$2,127,702
5	PRCH	Porch Group, Inc.	116,674	$1,754,776
6	WRB	Berkley W R Corp	19,709	$1,390,075
7	MKL	Markel Group Inc.	571	$1,115,167
8	CINF	Cincinnati Financial Corp	3,118	$577,265

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,127,702	9,740	+14.1%	Shares	Sole	2026-07-27
2026-03-31	$1,691,581	8,533	+3.0%	Shares	Sole	2026-04-21
2025-12-31	$1,886,887	8,286	+22.2%	Shares	Sole	2026-01-29
2025-09-30	$1,674,074	6,779	+7.9%	Shares	Sole	2025-10-27
2025-06-30	$1,677,215	6,285	+6.7%	Shares	Sole	2025-07-25
2025-03-31	$1,667,494	5,892	-3.0%	Shares	Sole	2025-04-29
2024-12-31	$1,455,870	6,076	+10.0%	Shares	Sole	2025-02-03
2024-09-30	$1,402,024	5,525	+11.3%	Shares	Sole	2024-10-30
2024-06-30	$1,030,864	4,963	-27.2%	Shares	Sole	2024-07-30
2024-03-31	$1,409,271	6,814	+66.4%	Shares	Sole	2024-05-07
2023-12-31	$652,251	4,095	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.