Aspect Partners’s Progressive PGR Stock Holding History

Aspect 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	$28K	Sell	128 -7	-5%	-$1.41K	0.01%	174
2026 Q1	$26.8K	Hold	135	–	–	0.01%	168
2025 Q4	$30.7K	Sell	135 -28	-17%	-$6.32K	0.01%	169
2025 Q3	$40.3K	Buy	163 +2	+1%	+$493	0.02%	165
2025 Q2	$43K	Buy	161 +34	+27%	+$9.32K	0.02%	160
2025 Q1	$35.9K	Sell	127 -2	-2%	-$523	0.02%	150
2024 Q4	$30.9K	Buy	129 +2	+2%	+$503	0.02%	162
2024 Q3	$32.2K	Buy	127 +6	+5%	+$1.4K	0.02%	147
2024 Q2	$25.1K	Hold	121	–	–	0.02%	162
2024 Q1	$25K	Hold	121	–	–	0.02%	164
2023 Q4	$19.3K	Buy	+121	New	+$18.9K	0.01%	184

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 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

Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

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

Aspect Partners's PGR Position: Q2 2026 in Review

Aspect Partners reduced its Progressive (PGR) stake by 5.2% in Q2 2026, selling an estimated $1.41K and leaving 128 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #174.

Aspect Partners first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $43K in Q2 2025. 495 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Aspect Partners held 128 shares of Progressive worth $28K as of Q2 2026.
Aspect Partners sold 7 Progressive shares in Q2 2026, an estimated $1.41K.
Progressive made up 0.01% of Aspect Partners's portfolio in Q2 2026, its #174 holding.
Aspect Partners first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's Progressive position peaked at $43K in Q2 2025.
495 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.