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Apella Capital’s Progressive PGR Stock Holding History

Apella Capital’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 		$371K Sell
1,582
-88
-5% -$17.7K 0.01% 540
2026
Q1 		$338K Buy
+1,670
New +$345K 0.01% 528

Other funds holding PGR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 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

Apella Capital's PGR Position: Q2 2026 in Review

Apella Capital reduced its Progressive (PGR) stake by 5.3% in Q2 2026, selling an estimated $17.7K and leaving 1,582 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #540.

Apella Capital first reported a position in PGR in Q1 2026 and has held it in 2 quarters since. 273 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Apella Capital held 1,582 shares of Progressive worth $371K as of Q2 2026.
  • Apella Capital sold 88 Progressive shares in Q2 2026, an estimated $17.7K.
  • Progressive made up 0.01% of Apella Capital's portfolio in Q2 2026, its #540 holding.
  • Apella Capital first reported a position in Progressive in Q1 2026 and has held it in 2 quarters since.
  • 273 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.