Triad Wealth Partners, LLC

Position in PGR — Progressive Corp/Oh/

CIK 2012717 LAWRENCE, KS

Position in PGR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$339,908

+$84,774 QoQ

Shares Held

1,556

+20.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,305

of 1,812 holders

Holding Since

Jun 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triad Wealth Partners, LLC holds $1,899,100 across 4 Insurance - Property & Casualty names. PGR ranks #3 (17.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	2,775	$945,553
2	ALL	Allstate Corp	1,562	$371,662
3	PGR	Progressive Corp/Oh/ This page	1,556	$339,908
4	TRV	Travelers Companies, Inc.	733	$241,977

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$339,908	1,556	+20.9%	Shares	Sole	2026-08-10
2026-03-31	$255,134	1,287	+22.7%	Shares	Sole	2026-04-16
2025-12-31	$238,878	1,049	+10.5%	Shares	Sole	2026-01-22
2025-09-30	$234,355	949	+13457.1%	Shares	Sole	2025-10-30
2024-06-30	$1,453	7	—	Shares	Sole	2024-07-18
No filing history on record for this holder in this stock.