Position in PGR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$538,479
+$45,457 QoQ
Shares Held
2,465
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,143
of 1,812 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026QTR Family Wealth, LLC holds $2,140,096 across 3 Insurance - Property & Casualty names. PGR ranks #2 (25.2% of the industry book) .
All Filings in PGR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,479 | 2,465 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $493,022 | 2,487 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $651,051 | 2,859 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $584,777 | 2,368 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $608,440 | 2,280 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $637,904 | 2,254 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||