CARRET ASSET MANAGEMENT, LLC

Position in PGR — Progressive Corp/Oh/

CIK 791490 NEW YORK, NY

Position in PGR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$6,160,290

+$44,586 QoQ

Shares Held

28,200

-8.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#508

of 1,812 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Financial Services · as of Jun 30, 2026

CARRET ASSET MANAGEMENT, LLC holds $27,921,793 across 4 Insurance - Property & Casualty names. PGR ranks #3 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	34,650	$11,438,658
2	ALL	Allstate Corp	41,693	$9,920,432
3	PGR	Progressive Corp/Oh/ This page	28,200	$6,160,290
4	CB	Chubb Ltd	1,181	$402,413

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,160,290	28,200	-8.6%	Shares	Sole	2026-08-04
2026-03-31	$6,115,704	30,850	+4.8%	Shares	Sole	2026-05-15
2025-12-31	$6,706,354	29,450	+15.7%	Shares	Sole	2026-02-17
2025-09-30	$6,284,877	25,450	+5.8%	Shares	Sole	2025-11-13
2025-06-30	$6,417,983	24,050	+1.1%	Shares	Sole	2025-08-04
2025-03-31	$6,735,638	23,800	+5.8%	Shares	Sole	2025-04-22
2024-12-31	$5,391,225	22,500	+0.4%	Shares	Sole	2025-02-10
2024-09-30	$5,684,224	22,400	0.0%	Shares	Sole	2024-10-24
2024-06-30	$4,652,704	22,400	-0.4%	Shares	Sole	2024-08-01
2024-03-31	$4,653,243	22,499	+9.8%	Shares	Sole	2024-04-19
2023-12-31	$3,265,240	20,500	+19.2%	Shares	Sole	2024-02-02
2023-09-30	$2,395,960	17,200	+17.8%	Shares	Sole	2023-10-12
2023-06-30	$1,933,396	14,606	+5.1%	Shares	Sole	2023-07-25
2023-03-31	$1,988,534	13,900	0.0%	Shares	Sole	2023-05-11
2022-12-31	$1,802,969	13,900	0.0%	Shares	Sole	2023-01-10
2022-09-30	$1,615,319	13,900	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,616,153	13,900	0.0%	Shares	Sole	2022-08-04
2022-03-31	$1,584,461	13,900	-8.6%	Shares	Sole	2022-04-13
2021-12-31	$1,560,280	15,200	-31.8%	Shares	Sole	2022-01-10
2021-09-30	$2,015,697	22,300	-23.2%	Shares	Sole	2021-10-27
2021-06-30	$2,853,000	29,050	-10.8%	Shares	Sole	2021-07-14
2021-03-31	$3,112,105	32,550	-10.0%	Shares	Sole	2021-07-14
2020-12-31	$3,574,512	36,150	+5.5%	Shares	Sole	2021-03-16
2020-09-30	$3,242,447	34,250	+51.5%	Shares	Sole	2020-11-16
2020-06-30	$1,810,486	22,600	+21.5%	Shares	Sole	2020-08-12
2020-03-31	$1,373,424	18,600	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.