AP
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Appleton Partners’s Progressive PGR Stock Holding History

Appleton Partners’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 		$420K Sell
1,922
-69
-3% -$13.9K 0.03% 210
2026
Q1 		$395K Sell
1,991
-6
-0.3% -$1.24K 0.03% 206
2025
Q4 		$455K Buy
+1,997
New +$451K 0.03% 196

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Appleton Partners's PGR Position: Q2 2026 in Review

Appleton Partners reduced its Progressive (PGR) stake by 3.5% in Q2 2026, selling an estimated $13.9K and leaving 1,922 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #210.

Appleton Partners first reported a position in PGR in Q4 2025 and has held it in 3 quarters since. The position peaked at $455K in Q4 2025. 386 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Appleton Partners held 1,922 shares of Progressive worth $420K as of Q2 2026.
  • Appleton Partners sold 69 Progressive shares in Q2 2026, an estimated $13.9K.
  • Progressive made up 0.03% of Appleton Partners's portfolio in Q2 2026, its #210 holding.
  • Appleton Partners first reported a position in Progressive in Q4 2025 and has held it in 3 quarters since.
  • Appleton Partners's Progressive position peaked at $455K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.