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 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 $175B AUM 40.63% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

Baugh & Associates's PGR Position: Q2 2026 in Review

Baugh & Associates held its Progressive (PGR) position steady in Q2 2026 at 1,575 shares worth $344K. The position accounts for 0.15% of the portfolio, ranked #38.

Baugh & Associates first reported a position in PGR in Q4 2022 and has held it in 15 quarters since. The position peaked at $446K in Q1 2025. 753 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Baugh & Associates held 1,575 shares of Progressive worth $344K as of Q2 2026.
Baugh & Associates left its Progressive share count unchanged in Q2 2026.
Progressive made up 0.15% of Baugh & Associates's portfolio in Q2 2026, its #38 holding.
Baugh & Associates first reported a position in Progressive in Q4 2022 and has held it in 15 quarters since.
Baugh & Associates's Progressive position peaked at $446K in Q1 2025.
753 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Baugh & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.