Atlantic Edge Private Wealth Management’s Progressive PGR Stock Holding History

Atlantic Edge Private 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	$30.4K	Buy	139 +48	+53%	+$9.67K	0.01%	301
2026 Q1	$18K	Sell	91 -25	-22%	-$5.16K	﹤0.01%	332
2025 Q4	$26.4K	Hold	116	–	–	0.01%	287
2025 Q3	$28.6K	Hold	116	–	–	0.01%	267
2025 Q2	$31K	Hold	116	–	–	0.01%	247
2025 Q1	$32.8K	Hold	116	–	–	0.01%	231
2024 Q4	$27.8K	Buy	116 +41	+55%	+$10.3K	0.01%	241
2024 Q3	$19K	Hold	75	–	–	0.01%	275
2024 Q2	$15.6K	Buy	75 +25	+50%	+$5.23K	0.01%	275
2024 Q1	$10.3K	Hold	50	–	–	﹤0.01%	311
2023 Q4	$7.96K	Buy	+50	New	+$7.83K	﹤0.01%	316

Other funds holding PGR

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 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

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

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Atlantic Edge Private Wealth Management's PGR Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Progressive (PGR) stake by 53% in Q2 2026, buying an estimated $9.67K and bringing the position to 139 shares worth $30.4K. The position accounts for 0.01% of the portfolio, ranked #301.

Atlantic Edge Private Wealth Management first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $32.8K in Q1 2025. 737 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Atlantic Edge Private Wealth Management held 139 shares of Progressive worth $30.4K as of Q2 2026.
Atlantic Edge Private Wealth Management bought 48 Progressive shares in Q2 2026, an estimated $9.67K.
Progressive made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #301 holding.
Atlantic Edge Private Wealth Management first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Progressive position peaked at $32.8K in Q1 2025.
737 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.