Retirement Wealth Solutions LLC
PensionPosition in PGR — Progressive Corp/Oh/
CIK 2044741
MARSHFIELD, WI
Position in PGR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,369
-$587 QoQ
Shares Held
20
-20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,747
of 1,811 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Retirement Wealth Solutions LLC holds $22,336 across 8 Insurance - Property & Casualty names. PGR ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
32 | $7,614 | |
| 2 | PGR |
Progressive Corp/Oh/
This page
|
20 | $4,369 | |
| 3 | AIZ |
Assurant, Inc.
|
10 | $2,685 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
7 | $2,308 | |
| 5 | AFG |
American Financial Group Inc
|
11 | $1,539 | |
| 6 | L |
Loews Corp
|
13 | $1,471 | |
| 7 | RLI |
Rli Corp
|
21 | $1,240 | |
| 8 | CINF |
Cincinnati Financial Corp
|
6 | $1,110 |
All Filings in PGR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,369 | 20 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $4,956 | 25 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,188 | 14 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,692 | 19 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,736 | 14 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $6,226 | 22 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $7,907 | 33 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||