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Disclosery

ASSETMARK, INC: PGR position timeline

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

ASSETMARK, INC held 28,810 PGR shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,810 shares
    Change vs previous 13F -20,797 shares

    0.01% of the 13F portfolio, value $6,293,646.

    13F-HR 0001344551-26-000008 filed by ASSETMARK, INC
    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 49,607 shares
    Change vs previous 13F -49,677 shares

    0.02% of the 13F portfolio, value $9,834,019.

    13F-HR 0001344551-26-000005 filed by ASSETMARK, INC
    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 99,284 shares
    Change vs previous 13F -4,617 shares

    0.05% of the 13F portfolio, value $22,608,981.

    13F-HR 0001344551-26-000003 filed by ASSETMARK, INC
    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 103,901 shares
    Change vs previous 13F -18,029 shares

    0.06% of the 13F portfolio, value $25,658,415.

    13F-HR 0001344551-25-000014 filed by ASSETMARK, INC
    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 121,930 shares
    Change vs previous 13F +40,969 shares

    0.08% of the 13F portfolio, value $32,538,297.

    13F-HR 0001344551-25-000012 filed by ASSETMARK, INC
    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 80,961 shares
    Change vs previous 13F +19,399 shares

    0.06% of the 13F portfolio, value $22,912,858.

    13F-HR 0001344551-25-000008 filed by ASSETMARK, INC
    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 61,562 shares
    Change vs previous 13F +4,431 shares

    0.04% of the 13F portfolio, value $14,750,819.

    13F-HR 0001344551-25-000003 filed by ASSETMARK, INC
    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 57,131 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,497,504.

    13F-HR 0001344551-24-000009 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

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