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BankPlus Wealth Management’s Progressive PGR Stock Holding History

BankPlus 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 		$834K Buy
3,816
+77
+2% +$15.5K 0.38% 44
2026
Q1 		$741K Sell
3,739
-11
-0.3% -$2.27K 0.38% 43
2025
Q4 		$854K Sell
3,750
-88
-2% -$19.9K 0.47% 34
2025
Q3 		$948K Buy
3,838
+112
+3% +$27.6K 0.56% 30
2025
Q2 		$995K Buy
3,726
+22
+0.6% +$6.03K 0.66% 25
2025
Q1 		$1.05M Sell
3,704
-84
-2% -$22K 0.77% 22
2024
Q4 		$908K Buy
+3,788
New +$954K 0.68% 24

Other funds holding PGR

Sumitomo Mitsui Trust Group
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
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
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
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

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

BankPlus Wealth Management increased its Progressive (PGR) stake by 2.1% in Q2 2026, buying an estimated $15.5K and bringing the position to 3,816 shares worth $834K. The position accounts for 0.38% of the portfolio, ranked #44.

BankPlus Wealth Management first reported a position in PGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q1 2025. 753 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • BankPlus Wealth Management held 3,816 shares of Progressive worth $834K as of Q2 2026.
  • BankPlus Wealth Management bought 77 Progressive shares in Q2 2026, an estimated $15.5K.
  • Progressive made up 0.38% of BankPlus Wealth Management's portfolio in Q2 2026, its #44 holding.
  • BankPlus Wealth Management first reported a position in Progressive in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Wealth Management's Progressive position peaked at $1.05M in Q1 2025.
  • 753 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.