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Disclosery

Waldron Private Wealth LLC: PGR position timeline

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

Waldron Private Wealth LLC held 16,731 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 16,731 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $3,654,887.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 16,731 shares
    Change vs previous 13F +160 shares

    0.13% of the 13F portfolio, value $3,316,754.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 16,571 shares
    Change vs previous 13F -112 shares

    0.15% of the 13F portfolio, value $3,773,547.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 16,683 shares
    Change vs previous 13F +62 shares

    0.17% of the 13F portfolio, value $4,119,869.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 16,621 shares
    Change vs previous 13F -227 shares

    0.19% of the 13F portfolio, value $4,435,484.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 16,848 shares
    Change vs previous 13F -4,566 shares

    0.23% of the 13F portfolio, value $4,768,152.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 21,414 shares
    Change vs previous 13F +270 shares

    0.21% of the 13F portfolio, value $5,131,010.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth 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 21,144 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,365,500.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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