HOWE & RUSLING INC

Position in PGR — Progressive Corp/Oh/

CIK 769963 ROCHESTER, NY

Position in PGR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$527,556

+$80,327 QoQ

Shares Held

2,415

+7.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,151

of 1,812 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

HOWE & RUSLING INC holds $1,065,940 across 3 Insurance - Property & Casualty names. PGR ranks #1 (49.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/ This page	2,415	$527,556
2	ALL	Allstate Corp	1,347	$320,505
3	TRV	Travelers Companies, Inc.	660	$217,879

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$527,556	2,415	+7.0%	Shares	Sole	2026-08-10
2026-03-31	$447,229	2,256	+52.1%	Shares	Sole	2026-04-28
2025-12-31	$337,708	1,483	+477.0%	Shares	Sole	2026-02-17
2022-09-30	$29,865	257	-5.5%	Shares	Sole	2022-11-14
2022-06-30	$31,625	272	-1.4%	Shares	Sole	2022-08-15
2022-03-31	$31,461	276	0.0%	Shares	Sole	2022-05-10
2021-12-31	$28,331	276	+85.2%	Shares	Sole	2022-02-14
2021-09-30	$13,468	149	0.0%	Shares	Sole	2021-11-15
2021-06-30	$14,633	149	-17.2%	Shares	Sole	2021-08-13
2021-03-31	$17,209	180	-22.4%	Shares	Sole	2021-05-13
2020-12-31	$22,940	232	-8.7%	Shares	Sole	2021-02-08
2020-09-30	$24,046	254	0.0%	Shares	Sole	2020-11-06
2020-06-30	$20,347	254	-7.6%	Shares	Sole	2020-07-15
2020-03-31	$20,306	275	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.