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Venturi Wealth Management, LLC: PGR position timeline

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

Venturi Wealth Management, LLC held 92,090 PGR shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,090 shares
    Change vs previous 13F -566 shares

    0.78% of the 13F portfolio, value $20,116,860.

    13F-HR 0001666363-26-000004 filed by Venturi 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 92,656 shares
    Change vs previous 13F +25,616 shares

    0.83% of the 13F portfolio, value $18,368,059.

    13F-HR 0001666363-26-000003 filed by Venturi 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 67,040 shares
    Change vs previous 13F +615 shares

    0.68% of the 13F portfolio, value $15,266,207.

    13F-HR 0001666363-26-000001 filed by Venturi 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 66,425 shares
    Change vs previous 13F +3,079 shares

    0.76% of the 13F portfolio, value $16,403,689.

    13F-HR 0001666363-25-000008 filed by Venturi 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 63,346 shares
    Change vs previous 13F -2,215 shares

    0.84% of the 13F portfolio, value $16,904,499.

    13F-HR 0001666363-25-000006 filed by Venturi 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 65,561 shares
    Change vs previous 13F +2,433 shares

    0.97% of the 13F portfolio, value $18,554,350.

    13F-HR 0001666363-25-000005 filed by Venturi 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 63,128 shares
    Change vs previous 13F +2,989 shares

    0.74% of the 13F portfolio, value $15,126,218.

    13F-HR 0001666363-25-000004 filed by Venturi 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 60,139 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $15,260,954.

    13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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