VALLEY WEALTH MANAGERS, INC.

Position in PGR — Progressive Corp/Oh/

CIK 924166 PARAMUS, NJ

Back to PGR Full portfolio

Position in PGR

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

Position Value

$22,865,379

+$2,915,499 QoQ

Shares Held

104,671

+4.0% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

1.62%

of 13F equity value

Holder Rank

#300

of 1,812 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Common Shares in PGR Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

VALLEY WEALTH MANAGERS, INC. holds $55,004,987 across 4 Insurance - Property & Casualty names. PGR ranks #2 (41.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AIZ	Assurant, Inc.	98,305	$26,397,840
2	PGR	Progressive Corp/Oh/ This page	104,671	$22,865,379
3	TRV	Travelers Companies, Inc.	17,189	$5,674,431
4	ALL	Allstate Corp	283	$67,337

All Filings in PGR

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,865,379	104,671	+4.0%	Shares	Sole	2026-08-04
2026-03-31	$19,949,880	100,635	+9.9%	Shares	Sole	2026-05-06
2025-12-31	$20,860,289	91,605	+1.9%	Shares	Sole	2026-02-04
2025-09-30	$22,197,593	89,887	+0.9%	Shares	Defined	2025-11-03
2025-06-30	$23,765,215	89,055	-3.9%	Shares	Defined	2025-08-06
2025-03-31	$26,231,346	92,687	-5.2%	Shares	Defined	2025-05-07
2024-12-31	$23,437,212	97,814	-2.9%	Shares	Defined	2025-01-31
2024-09-30	$25,567,588	100,755	-11.1%	Shares	Sole	2024-11-06
2024-06-30	$23,533,749	113,301	-9.8%	Shares	Defined	2024-08-08
2024-03-31	$25,967,077	125,554	-8.3%	Shares	Defined	2024-05-03
2023-12-31	$21,797,786	136,852	-3.1%	Shares	Defined	2024-02-07
2023-09-30	$19,682,671	141,297	-2.6%	Shares	Defined	2023-11-09
2023-06-30	$19,199,474	145,044	-4.1%	Shares	Defined	2023-07-28
2023-03-31	$21,626,951	151,174	-6.2%	Shares	Sole	2023-05-03
2022-12-31	$20,905,359	161,170	-4.1%	Shares	Defined	2023-02-01
2022-09-30	$19,536,063	168,110	-7.0%	Shares	Defined	2022-11-09
2022-06-30	$21,023,825	180,819	-3.6%	Shares	Defined	2022-11-16
2022-03-31	$21,386,917	187,621	-4.5%	Shares	Other	2022-05-02
2021-12-31	$20,159,330	196,389	-1.3%	Shares	Sole	2022-02-02
2021-09-30	$17,987,519	198,999	-0.1%	Shares	Sole	2021-11-01
2021-06-30	$19,566,280	199,229	-1.8%	Shares	Sole	2021-08-03
2021-03-31	$19,392,767	202,832	-1.4%	Shares	Sole	2021-04-22
2020-12-31	$20,350,196	205,807	-5.1%	Shares	Sole	2021-02-02
2020-09-30	$20,522,941	216,784	-5.1%	Shares	Sole	2020-11-03
2020-06-30	$18,301,449	228,454	-3.4%	Shares	Sole	2020-07-28
2020-03-31	$17,453,856	236,374	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.