Position in PGR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$657,097
+$17,972 QoQ
Shares Held
3,008
-6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,066
of 1,812 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PGR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026PDS Planning, Inc holds $7,096,322 across 7 Insurance - Property & Casualty names. PGR ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
19,286 | $3,570,610 | |
| 2 | CB |
Chubb Ltd
|
2,786 | $949,301 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,037 | $672,454 | |
| 4 | PGR |
Progressive Corp/Oh/
This page
|
3,008 | $657,097 | |
| 5 | ALL |
Allstate Corp
|
2,581 | $614,123 | |
| 6 | SLDE |
Slide Insurance Holdings, Inc.
|
21,000 | $406,770 | |
| 7 | L |
Loews Corp
|
1,996 | $225,967 |
All Filings in PGR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $657,097 | 3,008 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $639,125 | 3,224 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $694,318 | 3,049 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $757,148 | 3,066 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $824,063 | 3,088 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $900,820 | 3,183 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $719,548 | 3,003 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $679,569 | 2,678 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $558,324 | 2,688 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $545,591 | 2,638 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $396,447 | 2,489 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $335,573 | 2,409 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $298,759 | 2,257 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $312,156 | 2,182 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||