Baugh & Associates’s Progressive PGR Stock Holding History

Baugh & Associates’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	$327K	Hold	1,575	–	–	0.15%	39
2026 Q2	$344K	Hold	1,575	–	–	0.15%	38
2026 Q1	$312K	Hold	1,575	–	–	0.13%	39
2025 Q4	$359K	Hold	1,575	–	–	0.18%	35
2025 Q3	$389K	Hold	1,575	–	–	0.19%	35
2025 Q2	$420K	Hold	1,575	–	–	0.22%	36
2025 Q1	$446K	Sell	1,575 -75	-5%	-$19.6K	0.23%	32
2024 Q4	$395K	Hold	1,650	–	–	0.2%	33
2024 Q3	$419K	Sell	1,650 -50	-3%	-$11.6K	0.22%	32
2024 Q2	$353K	Hold	1,700	–	–	0.18%	34
2024 Q1	$352K	Hold	1,700	–	–	0.19%	33
2023 Q4	$271K	Hold	1,700	–	–	0.16%	35
2023 Q3	$237K	Hold	1,700	–	–	0.15%	37
2023 Q2	$225K	Hold	1,700	–	–	0.14%	42
2023 Q1	$243K	Hold	1,700	–	–	0.16%	37
2022 Q4	$221K	Buy	+1,700	New	+$215K	0.14%	39

Other funds holding PGR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return

MCI

McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Baugh & Associates's PGR Position: Q3 2026 in Review

Baugh & Associates held its Progressive (PGR) position steady in Q3 2026 at 1,575 shares worth $327K. The position accounts for 0.15% of the portfolio, ranked #39.

Baugh & Associates first reported a position in PGR in Q4 2022 and has held it in 16 quarters since. The position peaked at $446K in Q1 2025. 706 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

Baugh & Associates held 1,575 shares of Progressive worth $327K as of Q3 2026.
Baugh & Associates left its Progressive share count unchanged in Q3 2026.
Progressive made up 0.15% of Baugh & Associates's portfolio in Q3 2026, its #39 holding.
Baugh & Associates first reported a position in Progressive in Q4 2022 and has held it in 16 quarters since.
Baugh & Associates's Progressive position peaked at $446K in Q1 2025.
706 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Baugh & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.