The Progressive Corporation
CH ˙ SWX ˙ US7433151039
SecurityCH:PGR / The Progressive Corporation
InstitutionOrgel Wealth Management, LLC
Latest Disclosed Ownership2,344 shares
Latest Disclosed Value $ 464,675
Orgel Wealth Management, LLC reports 1.72% decrease in ownership of PGR / The Progressive Corporation

On April 7, 2026 - Orgel Wealth Management, LLC filed a 13F-HR form disclosing ownership of 2,344 shares of The Progressive Corporation (CH:PGR) valued at $464,675 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 2,385 shares of The Progressive Corporation. This represents a change in shares of -1.72% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-07 2026-03-31 13F PROGRESSIVE COM 743315103 2,344 -41 -1.72 465 -14.55 0.0100
2026-01-07 2025-12-31 13F PROGRESSIVE COM 743315103 2,385 41 1.75 543 -6.06 0.0120
2025-10-06 2025-09-30 13F PROGRESSIVE COM 743315103 2,344 0 0.00 579 -7.52 0.0132
2025-07-10 2025-06-30 13F PROGRESSIVE COM 743315103 2,344 -111 -4.52 626 -9.94 0.0151
2025-04-15 2025-03-31 13F PROGRESSIVE COM 743315103 2,455 0 0.00 695 18.03 0.0180
2025-01-15 2024-12-31 13F PROGRESSIVE COM 743315103 2,455 0 0.00 588 -5.47 0.0154
2024-10-17 2024-09-30 13F PROGRESSIVE COM 743315103 2,455 0 0.00 623 22.20 0.0156
2024-07-22 2024-06-30 13F PROGRESSIVE COM 743315103 2,455 0 0.00 510 0.39 0.0138
2024-04-15 2024-03-31 13F PROGRESSIVE COM 743315103 2,455 -36 -1.45 508 28.03 0.0139
2024-01-11 2023-12-31 13F PROGRESSIVE COM 743315103 2,491 36 1.47 397 16.13 0.0117
2023-10-26 2023-09-30 13F PROGRESSIVE COM 743315103 2,455 0 0.00 342 5.25 0.0116
2023-07-10 2023-06-30 13F PROGRESSIVE COM 743315103 2,455 0 0.00 325 -7.69 0.0107
2023-04-06 2023-03-31 13F PROGRESSIVE COM 743315103 2,455 0 0.00 351 10.38 0.0126
2023-01-17 2022-12-31 13F PROGRESSIVE COM 743315103 2,455 0 0.00 318 11.58 0.0122
2022-10-25 2022-09-30 13F PROGRESSIVE COM 743315103 2,455 0 0.00 285 0.00 0.0141
2022-07-13 2022-06-30 13F PROGRESSIVE COM 743315103 2,455 0 0.00 285 1.79 0.0161
2022-05-10 2022-03-31 13F PROGRESSIVE COM 743315103 2,455 -59 -2.35 280 8.53 0.0192
2022-01-24 2021-12-31 13F PROGRESSIVE COM 743315103 2,514 0 0.00 258 13.66 0.0249
2021-10-26 2021-09-30 13F PROGRESSIVE COM 743315103 2,514 1,314 109.50 227 -8.10 0.0258
2021-07-23 2021-06-30 13F PROGRESSIVE COM 743315103 1,200 -1,417 -54.15 247 -1.20 0.0310
2021-04-28 2021-03-31 13F PROGRESSIVE COM 743315103 2,617 59 2.31 250 -1.19 0.0354
2021-02-08 2020-12-31 13F PROGRESSIVE COM 743315103 2,558 0 0.00 253 4.55 0.0519
2020-11-03 2020-09-30 13F PROGRESSIVE COM 743315103 2,558 0 0.00 242 18.05 0.0675
2020-07-31 2020-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 2,558 2,558 205 0.0773
2019-12-06 2019-09-30 13F/A-1 PROGRESSIVE CORP OHIO COM 743315103 0 -2,558 -100.00 0 -100.00
2020-01-28 2019-06-30 13F/A-1 PROGRESSIVE CORP OHIO COM 743315103 2,558 2,558 204 0.0796
2019-07-12 2019-06-30 13F PROGRESSIVE CORP OHIO COM 743315103 2,558 204
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.