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Alteri Wealth’s Progressive PGR Stock Holding History

Alteri Wealth’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 		$631K Sell
2,887
-33
-1% -$6.65K 0.17% 142
2026
Q1 		$579K Sell
2,920
-234
-7% -$48.3K 0.19% 139
2025
Q4 		$718K Buy
3,154
+359
+13% +$81.1K 0.23% 107
2025
Q3 		$690K Sell
2,795
-41
-1% -$10.1K 0.24% 104
2025
Q2 		$757K Sell
2,836
-550
-16% -$151K 0.29% 86
2025
Q1 		$958K Sell
3,386
-152
-4% -$39.8K 0.42% 60
2024
Q4 		$848K Buy
+3,538
New +$891K 0.23% 62

Other funds holding PGR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Alteri Wealth's PGR Position: Q2 2026 in Review

Alteri Wealth reduced its Progressive (PGR) stake by 1.1% in Q2 2026, selling an estimated $6.65K and leaving 2,887 shares worth $631K. The position accounts for 0.17% of the portfolio, ranked #142.

Alteri Wealth first reported a position in PGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $958K in Q1 2025. 753 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Alteri Wealth held 2,887 shares of Progressive worth $631K as of Q2 2026.
  • Alteri Wealth sold 33 Progressive shares in Q2 2026, an estimated $6.65K.
  • Progressive made up 0.17% of Alteri Wealth's portfolio in Q2 2026, its #142 holding.
  • Alteri Wealth first reported a position in Progressive in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's Progressive position peaked at $958K in Q1 2025.
  • 753 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.