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Williams Jones Wealth Management, LLC.: PGR position timeline

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

Williams Jones Wealth Management, LLC. held 160,740 PGR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,740 shares
    Change vs previous 13F -4,175 shares

    0.4% of the 13F portfolio, value $35,113,653.

    13F-HR 0001104659-26-090796 filed by Williams Jones 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 164,915 shares
    Change vs previous 13F -1,115 shares

    0.4% of the 13F portfolio, value $32,692,750.

    13F-HR 0001104659-26-055404 filed by Williams Jones 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 166,030 shares
    Change vs previous 13F -2,518 shares

    0.43% of the 13F portfolio, value $37,808,352.

    13F-HR 0001104659-26-015161 filed by Williams Jones 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 168,548 shares
    Change vs previous 13F -5,996 shares

    0.48% of the 13F portfolio, value $41,622,929.

    13F-HR 0001104659-25-112450 filed by Williams Jones 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 174,544 shares
    Change vs previous 13F -10,831 shares

    0.56% of the 13F portfolio, value $46,578,812.

    13F-HR 0001104659-25-078575 filed by Williams Jones 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 185,375 shares
    Change vs previous 13F -1,362 shares

    0.67% of the 13F portfolio, value $52,462,979.

    13F-HR 0001104659-25-049421 filed by Williams Jones 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 186,737 shares
    Change vs previous 13F -3,062 shares

    0.54% of the 13F portfolio, value $44,744,053.

    13F-HR 0001104659-25-013487 filed by Williams Jones 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 189,799 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $48,163,394.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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