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Evercore Wealth Management, LLC: PGR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evercore Wealth Management, LLC on PGR, newest first. How the timeline and the estimate are built.

Evercore Wealth Management, LLC held 308,477 PGR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 308,477 shares
    Change vs previous 13F -8,893 shares

    0.95% of the 13F portfolio, value $67,386,801.

    13F-HR 0001172661-26-003500 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 317,370 shares
    Change vs previous 13F +40,117 shares

    0.99% of the 13F portfolio, value $62,915,429.

    13F-HR 0001172661-26-002269 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 277,253 shares
    Change vs previous 13F -34,491 shares

    0.93% of the 13F portfolio, value $63,136,053.

    13F-HR 0001172661-26-000920 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 311,744 shares
    Change vs previous 13F +42,636 shares

    1.13% of the 13F portfolio, value $76,985,181.

    13F-HR 0001172661-25-004885 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 269,108 shares
    Change vs previous 13F +34,579 shares

    1.12% of the 13F portfolio, value $71,814,160.

    13F-HR 0001172661-25-003437 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 234,529 shares
    Change vs previous 13F +216,928 shares

    1.07% of the 13F portfolio, value $66,374,052.

    13F-HR 0001172661-25-002000 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,601 shares
    Change vs previous 13F -227 shares

    0.06% of the 13F portfolio, value $4,217,376.

    13F-HR 0001172661-25-000946 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,828 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,524,033.

    13F-HR 0001172661-24-004741 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).