AWM
PGR icon

Accurate Wealth Management’s Progressive PGR Stock Holding History

Accurate Wealth Management’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
Q2 		$1.5M Buy
+6,491
New +$1.31M 0.14% 166
2025
Q3 		– Sell
-829
Closed -$207K – 508
2025
Q2 		$207K Sell
829
-9,705
-92% -$2.66M 0.03% 428
2025
Q1 		$2.9M Sell
10,534
-656
-6% -$172K 0.55% 44
2024
Q4 		$2.64M Sell
11,190
-320
-3% -$80.6K 0.51% 53
2024
Q3 		$2.9M Buy
+11,510
New +$2.68M 0.58% 44
2023
Q1 		– Sell
-526
Closed -$70K – 1080
2022
Q4 		$70K Buy
+526
New +$66.7K 0.03% 381

Other funds holding PGR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return