Ascentis Wealth Management, LLC

Position in PGR — Progressive Corp/Oh/

CIK 2032602 DALLAS, TX

Position in PGR

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

Position Value

$331,585

+$319,733 QoQ

Shares Held

1,518

+3062.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,312

of 1,812 holders

Holding Since

Sep 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $1,647,796 across 5 Insurance - Property & Casualty names. PGR ranks #2 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	1,872	$637,831
2	PGR	Progressive Corp/Oh/ This page	1,518	$331,585
3	CINF	Cincinnati Financial Corp	1,709	$316,395
4	WRB	Berkley W R Corp	4,458	$314,397
5	ALL	Allstate Corp	200	$47,588

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$331,585	1,518	+3062.5%	Shares	Sole	2026-07-30
2025-09-30	$11,852	48	-60.7%	Shares	Sole	2025-10-24
2025-06-30	$32,555	122	-60.3%	Shares	Sole	2025-07-16
2025-03-31	$86,882	307	-39.1%	Shares	Sole	2025-04-21
2024-12-31	$120,759	504	+3.1%	Shares	Sole	2025-01-10
2024-09-30	$124,084	489	—	Shares	Sole	2024-10-11
No filing history on record for this holder in this stock.