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Disclosery

Corient Private Wealth LP: PGR position timeline

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

Corient Private Wealth LP held 467,429 PGR shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 467,429 shares
    Change vs previous 13F -292,230 shares

    0.14% of the 13F portfolio, value $102,110,021.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 759,659 shares
    Change vs previous 13F -145,910 shares

    0.22% of the 13F portfolio, value $150,990,024.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 905,569 shares
    Change vs previous 13F +45,736 shares

    0.28% of the 13F portfolio, value $206,430,962.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 859,833 shares
    Change vs previous 13F +27,370 shares

    0.33% of the 13F portfolio, value $209,452,119.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 832,463 shares
    Change vs previous 13F +10,641 shares

    0.3% of the 13F portfolio, value $222,151,137.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 821,822 shares
    Change vs previous 13F -9,782 shares

    0.38% of the 13F portfolio, value $232,584,556.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 831,604 shares
    Change vs previous 13F +98,508 shares

    0.33% of the 13F portfolio, value $198,780,084.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 733,096 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $186,030,732.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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