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Integrated Wealth Management

SEC CIK
0002113155
Latest filing
Aug 10, 2026

PGR holding history

Progressive Corp in every 13F filed by Integrated Wealth Management, 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)
4,094
Value
$894.3K
% of portfolio
0.9%
Quarters held
3
Since Q4 2025
Holdings of PGR by Integrated Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,094$894.3K0.9%00.0%UnchangedHolders
Q1 20264,094$811.6K0.9%+2,027+98.1%AddedHolders
Q4 20252,067$470.7K0.5%–No prior filingHolders