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Atwood & Palmer’s Progressive PGR Stock Holding History

Atwood & Palmer’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
Q3 		$15.5K Hold
75
– – ﹤0.01% 364
2026
Q2 		$16.4K Hold
75
– – ﹤0.01% 342
2026
Q1 		$14.9K Hold
75
– – ﹤0.01% 350
2025
Q4 		$17.1K Hold
75
– – ﹤0.01% 337
2025
Q3 		$18.5K Sell
75
-10
-12% -$2.46K ﹤0.01% 336
2025
Q2 		$22.7K Hold
85
– – ﹤0.01% 313
2025
Q1 		$24.1K Buy
85
+1
+1% +$262 ﹤0.01% 279
2024
Q4 		$20.1K Sell
84
-2
-2% -$503 ﹤0.01% 288
2024
Q3 		$21.8K Buy
86
+11
+15% +$2.56K ﹤0.01% 284
2024
Q2 		$15.6K Sell
75
-9
-11% -$1.88K ﹤0.01% 320
2024
Q1 		$17.4K Hold
84
– – ﹤0.01% 283
2023
Q4 		$13.4K Buy
84
+9
+12% +$1.41K ﹤0.01% 302
2023
Q3 		$10.4K Hold
75
– – ﹤0.01% 306
2023
Q2 		$9.93K Hold
75
– – ﹤0.01% 315
2023
Q1 		$10.7K Hold
75
– – ﹤0.01% 300
2022
Q4 		$9.73K Buy
+75
New +$9.5K ﹤0.01% 320

Other funds holding PGR

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Atwood & Palmer's PGR Position: Q3 2026 in Review

Atwood & Palmer held its Progressive (PGR) position steady in Q3 2026 at 75 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Atwood & Palmer first reported a position in PGR in Q4 2022 and has held it in 16 quarters since. The position peaked at $24.1K in Q1 2025. 80 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Atwood & Palmer held 75 shares of Progressive worth $15.5K as of Q3 2026.
  • Atwood & Palmer left its Progressive share count unchanged in Q3 2026.
  • Progressive made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #364 holding.
  • Atwood & Palmer first reported a position in Progressive in Q4 2022 and has held it in 16 quarters since.
  • Atwood & Palmer's Progressive position peaked at $24.1K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.