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Waverly Advisors, LLC: PGR position timeline

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

Waverly Advisors, LLC held 32,006 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 32,006 shares
    Change vs previous 13F -31,928 shares

    0.04% of the 13F portfolio, value $6,991,606.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 63,934 shares
    Change vs previous 13F +31,897 shares

    0.1% of the 13F portfolio, value $12,674,181.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 32,037 shares
    Change vs previous 13F +2,171 shares

    0.06% of the 13F portfolio, value $7,295,355.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 29,866 shares
    Change vs previous 13F -541 shares

    0.07% of the 13F portfolio, value $7,375,290.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 30,407 shares
    Change vs previous 13F +270 shares

    0.09% of the 13F portfolio, value $8,114,356.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 30,137 shares
    Change vs previous 13F +24,905 shares

    0.1% of the 13F portfolio, value $8,528,950.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 5,232 shares
    Change vs previous 13F +2,663 shares

    0.02% of the 13F portfolio, value $1,253,536.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 2,569 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $651,960.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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