SEC 13F Intelligence

Wambolt & Associates, LLC / PGR

Wambolt & Associates, LLC’s Progressive Corp Position

Does Wambolt & Associates, LLC own Progressive Corp (PGR)? Yes15.8K shares worth $4M (+1.41% of its 13F portfolio) as of Q2 2025, down from 16.7K shares the prior filed quarter.

Position Value
$4M
Q2 2025
Shares
15.8K
% of Portfolio
+1.41%
Quarters Held
13
currently held

Position History PGR

Reported value by quarter
Q2 ’22: $224,000Q2 ’22Q3 ’22: $269,000Q4 ’22: $350,347Q4 ’22Q1 ’23: $708,233Q2 ’23: $875,760Q2 ’23Q3 ’23: $1MQ4 ’23: $2MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $5MQ4 ’24: $4MQ4 ’24Q1 ’25: $5MQ2 ’25: $4MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202515.8K$4M+1.41%
Q1 202516.7K$5M+1.61%
Q4 202416.6K$4M+1.27%
Q3 202420.4K$5M+1.42%
Q2 202419.1K$4M+1.16%
Q1 202417.2K$4M+1.08%
Q4 202311.5K$2M+0.60%
Q3 20238.2K$1M+0.41%
Q2 20236.6K$875,760+0.31%
Q1 20234.9K$708,233+0.25%
Q4 20222.7K$350,347+0.13%
Q3 20222.3K$269,000+0.11%
Q2 20221.9K$224,000+0.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wambolt & Associates, LLC’s full portfolio or all institutional holders of PGR.