AE Wealth Management LLC

Position in PRCH — Porch Group, Inc.

CIK 1697723 TOPEKA, KS

Position in PRCH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,902,695

+$1,009,249 QoQ

Shares Held

126,509

+1.5% QoQ

Ownership

0.096%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#63

of 201 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AE Wealth Management LLC holds $55,493,692 across 15 Insurance - Property & Casualty names. PRCH ranks #8 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORI	Old Republic International Corp	613,239	$25,093,708
2	ALL	Allstate Corp	26,054	$6,199,271
3	TRV	Travelers Companies, Inc.	16,535	$5,458,516
4	PGR	Progressive Corp/Oh/	20,265	$4,426,868
5	CB	Chubb Ltd	11,071	$3,772,311
6	CNA	Cna Financial Corp	49,457	$2,404,101
7	CINF	Cincinnati Financial Corp	11,357	$2,102,623
8	PRCH	Porch Group, Inc. This page	126,509	$1,902,695

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,902,695	126,509	+1.5%	Shares	Sole	2026-08-03
2026-03-31	$893,446	124,609	0.0%	Shares	Sole	2026-05-13
2025-12-31	$1,137,680	124,609	+6.8%	Shares	Other	2026-01-26
2025-09-30	$1,957,621	116,664	+3.0%	Shares	Sole	2025-11-03
2025-06-30	$1,335,972	113,314	-62.9%	Shares	Sole	2025-08-06
2025-03-31	$2,228,975	305,758	0.0%	Shares	Sole	2025-05-06
2024-12-31	$1,504,329	305,758	+6.1%	Shares	Sole	2025-02-13
2024-09-30	$442,523	288,289	+19.2%	Shares	Sole	2024-11-14
2024-06-30	$365,237	241,879	+7.5%	Shares	Sole	2024-08-12
2024-03-31	$970,120	225,086	+7.5%	Shares	Sole	2024-05-15
2023-12-31	$644,650	209,302	+7.1%	Shares	Sole	2024-02-14
2023-09-30	$156,941	195,444	—	Shares	Sole	2023-10-11
No filing history on record for this holder in this stock.