Position in PGR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$694,450
+$478,966 QoQ
Shares Held
3,179
+192.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,038
of 1,811 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $8,247,366 across 8 Insurance - Property & Casualty names. PGR ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
1,541 | $3,009,588 | |
| 2 | CB |
Chubb Ltd
|
6,497 | $2,213,784 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,138 | $705,794 | |
| 4 | PGR |
Progressive Corp/Oh/
This page
|
3,179 | $694,450 | |
| 5 | ALL |
Allstate Corp
|
2,644 | $629,111 | |
| 6 | SLDE |
Slide Insurance Holdings, Inc.
|
22,871 | $443,011 | |
| 7 | RLI |
Rli Corp
|
4,725 | $279,104 | |
| 8 | CINF |
Cincinnati Financial Corp
|
1,472 | $272,524 |
All Filings in PGR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $694,450 | 3,179 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $215,484 | 1,087 | Shares | Other | 2026-05-14 | |
| 2025-06-30 | $309,821 | 1,161 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $375,834 | 1,328 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $387,688 | 1,618 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $442,303 | 1,743 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $396,309 | 1,908 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $399,989 | 1,934 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $288,933 | 1,814 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||