Rothwell Investment Advisors, LLC’s Progressive PGR Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio PGR Stock Details PGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$125K	Buy	+603	New	+$130K	0.07%	246

Other funds holding PGR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PGR Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Progressive (PGR) in Q3 2026: 603 shares worth $125K. The stake represents 0.07% of the portfolio and ranks #246 among its holdings.

968 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

Rothwell Investment Advisors, LLC held 603 shares of Progressive worth $125K as of Q3 2026.
Progressive was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Progressive made up 0.07% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #246 holding.
968 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.