Mowery & Schoenfeld Wealth Management, LLC
Position in PGR — Progressive Corp/Oh/
CIK 2019946
LINCOLNSHIRE, IL
Position in PGR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$203,158
+$18,795 QoQ
Shares Held
930
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,509
of 1,812 holders
Holding Since
Dec 2023
11 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $735,850 across 6 Insurance - Property & Casualty names. PGR ranks #2 (27.6% of the industry book) .
All Filings in PGR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,158 | 930 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $184,363 | 930 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $204,720 | 899 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $229,663 | 930 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $251,382 | 942 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $266,595 | 942 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $56,547 | 236 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $104,549 | 412 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $28,456 | 137 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $28,334 | 137 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $22,777 | 143 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||