BIRCH FINANCIAL GROUP, LLC

Position in PGR — Progressive Corp/Oh/

CIK 2083592 KEENE, NH

Position in PGR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$916,179

+$98,836 QoQ

Shares Held

4,194

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#952

of 1,812 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BIRCH FINANCIAL GROUP, LLC holds $1,928,046 across 3 Insurance - Property & Casualty names. PGR ranks #1 (47.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/ This page	4,194	$916,179
2	ALL	Allstate Corp	2,200	$523,468
3	CINF	Cincinnati Financial Corp	2,638	$488,399

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$916,179	4,194	+1.7%	Shares	Sole	2026-07-15
2026-03-31	$817,343	4,123	+27.8%	Shares	Sole	2026-04-17
2025-12-31	$734,624	3,226	+62.1%	Shares	Sole	2026-01-15
2025-09-30	$491,430	1,990	+20.5%	Shares	Sole	2025-10-31
2025-06-30	$440,852	1,652	—	Shares	Sole	2025-10-31
No filing history on record for this holder in this stock.