TRB Wealth Management, LLC

Position in PGR — Progressive Corp/Oh/

CIK 2130988 HOUSTON, TX

Position in PGR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$522,969

+$173,076 QoQ

Shares Held

2,394

+35.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,155

of 1,812 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TRB Wealth Management, LLC holds $2,044,330 across 3 Insurance - Property & Casualty names. PGR ranks #2 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	3,715	$1,265,849
2	PGR	Progressive Corp/Oh/ This page	2,394	$522,969
3	TRV	Travelers Companies, Inc.	774	$255,512

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$522,969	2,394	+35.6%	Shares	Sole	2026-08-12
2026-03-31	$349,893	1,765	—	Shares	Other	2026-05-14
No filing history on record for this holder in this stock.