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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PGR holding history

Progressive Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PGR overviewAll 13F holders of PGRFull Q2 2026 holdings

Shares (Q2 2026)
154,700
Value
$33.8M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PGR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026154,700$33.8M<0.1%+19,735+14.6%AddedHolders
Q1 2026134,965$26.8M<0.1%+17,246+14.7%AddedHolders
Q4 2025117,719$26.8M<0.1%+21,378+22.2%AddedHolders
Q3 202596,341$23.8M<0.1%+7,463+8.4%AddedHolders
Q2 202588,878$23.7M<0.1%+763+0.9%AddedHolders
Q1 202588,115$24.9M<0.1%+11,915+15.6%AddedHolders
Q4 202476,200$18.3M<0.1%+5,757+8.2%AddedHolders
Q3 202470,443$17.9M<0.1%+9,114+14.9%AddedHolders
Q2 202461,329$12.7M<0.1%−37,762−38.1%ReducedHolders
Q1 202499,091$20.5M<0.1%−3,956−3.8%ReducedHolders
Q4 2023103,047$16.4M<0.1%+7,392+7.7%AddedHolders
Q3 202395,655$13.3M<0.1%−14,093−12.8%ReducedHolders
Q2 2023109,748$14.5M<0.1%−396−0.4%ReducedHolders
Q1 2023110,144$15.8M<0.1%+16,353+17.4%AddedHolders
Q4 202293,791$12.2M<0.1%+11,841+14.4%AddedHolders
Q3 202281,950$9.52M<0.1%−5,503−6.3%ReducedHolders
Q2 202287,453$10.2M<0.1%+10,917+14.3%AddedHolders
Q1 202276,536$8.72M<0.1%+8,582+12.6%AddedHolders
Q4 202167,954$6.97M<0.1%−1,357−2.0%ReducedHolders
Q3 202169,311$6.26M<0.1%+52,422+310.4%AddedHolders
Q2 202116,889$1.66M<0.1%−2,568−13.2%ReducedHolders
Q1 202119,457$1.86M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.