AWE
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Avidian Wealth Enterprises’s Progressive PGR Stock Holding History

Avidian Wealth Enterprises’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 		$236K Buy
1,138
+218
+24% +$47.1K 0.01% 674
2026
Q2 		$201K Buy
+920
New +$185K 0.01% 708
2025
Q4 		– Sell
-838
Closed -$207K – 595
2025
Q3 		$207K Sell
838
-56
-6% -$13.8K 0.01% 552
2025
Q2 		$239K Sell
894
-7
-0.8% -$1.92K 0.01% 490
2025
Q1 		$255K Buy
+901
New +$236K 0.01% 451

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

Avidian Wealth Enterprises's PGR Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Progressive (PGR) stake by 24% in Q3 2026, buying an estimated $47.1K and bringing the position to 1,138 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #674.

Avidian Wealth Enterprises first reported a position in PGR in Q1 2025 and has held it in 5 quarters since. The position peaked at $255K in Q1 2025. 80 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Avidian Wealth Enterprises held 1,138 shares of Progressive worth $236K as of Q3 2026.
  • Avidian Wealth Enterprises bought 218 Progressive shares in Q3 2026, an estimated $47.1K.
  • Progressive made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #674 holding.
  • Avidian Wealth Enterprises first reported a position in Progressive in Q1 2025 and has held it in 5 quarters since.
  • Avidian Wealth Enterprises's Progressive position peaked at $255K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.