AWM
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Aprio Wealth Management’s Progressive PGR Stock Holding History

Aprio 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 		$400K Buy
1,831
+230
+14% +$46.4K 0.02% 439
2026
Q1 		$317K Buy
1,601
+177
+12% +$36.5K 0.02% 470
2025
Q4 		$339K Sell
1,424
-125
-8% -$28.2K 0.02% 405
2025
Q3 		$383K Sell
1,549
-471
-23% -$116K 0.04% 276
2025
Q2 		$539K Buy
2,020
+11
+0.5% +$3.02K 0.06% 177
2025
Q1 		$569K Buy
2,009
+463
+30% +$121K 0.07% 161
2024
Q4 		$371K Buy
1,546
+302
+24% +$76K 0.05% 174
2024
Q3 		$316K Buy
1,244
+60
+5% +$13.9K 0.05% 189
2024
Q2 		$246K Buy
1,184
+202
+21% +$42.3K 0.04% 203
2024
Q1 		$203K Buy
+982
New +$182K 0.04% 223

Other funds holding PGR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Aprio Wealth Management's PGR Position: Q2 2026 in Review

Aprio Wealth Management increased its Progressive (PGR) stake by 14% in Q2 2026, buying an estimated $46.4K and bringing the position to 1,831 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #439.

Aprio Wealth Management first reported a position in PGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $569K in Q1 2025. 495 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Aprio Wealth Management held 1,831 shares of Progressive worth $400K as of Q2 2026.
  • Aprio Wealth Management bought 230 Progressive shares in Q2 2026, an estimated $46.4K.
  • Progressive made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #439 holding.
  • Aprio Wealth Management first reported a position in Progressive in Q1 2024 and has held it in 10 quarters since.
  • Aprio Wealth Management's Progressive position peaked at $569K in Q1 2025.
  • 495 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.