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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

PGR holding history

Progressive Corp in every 13F filed by CWS Financial Advisors, LLC, 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)
4,362
Value
$952.9K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of PGR by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,362$952.9K0.2%+286+7.0%AddedHolders
Q1 20264,076$808.0K0.2%−23−0.6%ReducedHolders
Q4 20254,099$933.4K0.3%+318+8.4%AddedHolders
Q3 20253,781$933.7K0.3%+211+5.9%AddedHolders
Q2 20253,570$952.7K0.3%+316+9.7%AddedHolders
Q1 20253,254$920.9K0.3%00.0%UnchangedHolders
Q4 20243,254$779.7K0.3%+752+30.1%AddedHolders
Q3 20242,502$634.9K0.2%00.0%UnchangedHolders
Q2 20242,502$519.7K0.2%−50−2.0%ReducedHolders
Q1 20242,552$527.8K0.2%−4,591−64.3%ReducedHolders
Q4 20237,143$1.14M0.4%−1,206−14.4%ReducedHolders
Q3 20238,349$1.16M0.5%00.0%UnchangedHolders
Q2 20238,349$1.11M0.4%−33−0.4%ReducedHolders
Q1 20238,382$1.20M0.5%−827−9.0%ReducedHolders
Q4 20229,209$880.0K0.4%+696+8.2%AddedHolders
Q3 20228,513$989.0K0.5%−12−0.1%ReducedHolders
Q2 20228,525$991.0K0.5%−699−7.6%ReducedHolders
Q1 20229,224$1.05M0.4%00.0%UnchangedHolders
Q4 20219,224$947.0K0.3%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20219,209$904.0K0.4%00.0%UnchangedHolders
Q1 20219,209$880.0K0.4%––Holders

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