Position in PGR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,276
+$303 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,769
of 1,812 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Caldwell Trust Co holds $6,109,804 across 8 Insurance - Property & Casualty names. PGR ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
|
45,219 | $3,189,296 | |
| 2 | ALL |
Allstate Corp
|
9,778 | $2,326,577 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,079 | $356,199 | |
| 4 | HCI |
HCI Group, Inc.
|
544 | $95,336 | |
| 5 | CB |
Chubb Ltd
|
233 | $79,392 | |
| 6 | CINF |
Cincinnati Financial Corp
|
190 | $35,176 | |
| 7 | ORI |
Old Republic International Corp
|
600 | $24,552 | |
| 8 | PGR |
Progressive Corp/Oh/
This page
|
15 | $3,276 |
All Filings in PGR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,276 | 15 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,973 | 15 | Shares | Sole | 2026-04-22 | |
| 2024-06-30 | $252,367 | 1,215 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $251,286 | 1,215 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $185,561 | 1,165 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $162,284 | 1,165 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $228,338 | 1,725 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $246,778 | 1,725 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $38,913 | 300 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $34,863 | 300 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $34,881 | 300 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $34,197 | 300 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $30,795 | 300 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $27,117 | 300 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $29,463 | 300 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $28,683 | 300 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $29,664 | 300 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $28,401 | 300 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $24,033 | 300 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $22,152 | 300 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||