Position in PGR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$70,122
New position
Shares Held
321
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,590
of 1,812 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Allied Private Wealth LLC holds $199,146 across 8 Insurance - Property & Casualty names. PGR ranks #1 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
This page
|
321 | $70,122 | |
| 2 | TRV |
Travelers Companies, Inc.
|
120 | $39,614 | |
| 3 | WRB |
Berkley W R Corp
|
401 | $28,282 | |
| 4 | ALL |
Allstate Corp
|
114 | $27,125 | |
| 5 | CB |
Chubb Ltd
|
43 | $14,651 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
33 | $10,883 | |
| 7 | AIZ |
Assurant, Inc.
|
21 | $5,639 | |
| 8 | L |
Loews Corp
|
25 | $2,830 |
All Filings in PGR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,122 | 321 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||