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Baron Wealth Management’s Progressive PGR Stock Holding History

Baron 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 		$375K Buy
1,716
+393
+30% +$79.2K 0.1% 157
2026
Q1 		$262K Buy
1,323
+440
+50% +$90.8K 0.08% 205
2025
Q4 		$201K Buy
883
+7
+0.8% +$1.58K 0.06% 239
2025
Q3 		$216K Sell
876
-235
-21% -$57.9K 0.07% 215
2025
Q2 		$297K Buy
1,111
+267
+32% +$73.2K 0.11% 143
2025
Q1 		$239K Buy
+844
New +$221K 0.11% 158

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
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
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

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

Baron Wealth Management increased its Progressive (PGR) stake by 30% in Q2 2026, buying an estimated $79.2K and bringing the position to 1,716 shares worth $375K. The position accounts for 0.1% of the portfolio, ranked #157.

Baron Wealth Management first reported a position in PGR in Q1 2025 and has held it in 6 quarters since. 495 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Baron Wealth Management held 1,716 shares of Progressive worth $375K as of Q2 2026.
  • Baron Wealth Management bought 393 Progressive shares in Q2 2026, an estimated $79.2K.
  • Progressive made up 0.1% of Baron Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Baron Wealth Management first reported a position in Progressive in Q1 2025 and has held it in 6 quarters since.
  • 495 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.