BFG
PGR icon

Beacon Financial Group’s Progressive PGR Stock Holding History

Beacon Financial Group’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 		$819K Sell
3,747
-65
-2% -$13.1K 0.07% 194
2026
Q1 		$756K Buy
3,812
+67
+2% +$13.8K 0.08% 190
2025
Q4 		$853K Buy
3,745
+29
+0.8% +$6.55K 0.08% 179
2025
Q3 		$918K Buy
3,716
+29
+0.8% +$7.15K 0.09% 174
2025
Q2 		$984K Buy
3,687
+28
+0.8% +$7.67K 0.1% 169
2025
Q1 		$1.04M Buy
3,659
+39
+1% +$10.2K 0.11% 159
2024
Q4 		$867K Sell
3,620
-14
-0.4% -$3.52K 0.09% 172
2024
Q3 		$922K Buy
3,634
+47
+1% +$10.9K 0.1% 162
2024
Q2 		$745K Sell
3,587
-309
-8% -$64.7K 0.08% 181
2024
Q1 		$806K Sell
3,896
-200
-5% -$37.1K 0.09% 178
2023
Q4 		$652K Buy
+4,096
New +$641K 0.08% 182

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

Beacon Financial Group's PGR Position: Q2 2026 in Review

Beacon Financial Group reduced its Progressive (PGR) stake by 1.7% in Q2 2026, selling an estimated $13.1K and leaving 3,747 shares worth $819K. The position accounts for 0.07% of the portfolio, ranked #194.

Beacon Financial Group first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q1 2025. 753 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Beacon Financial Group held 3,747 shares of Progressive worth $819K as of Q2 2026.
  • Beacon Financial Group sold 65 Progressive shares in Q2 2026, an estimated $13.1K.
  • Progressive made up 0.07% of Beacon Financial Group's portfolio in Q2 2026, its #194 holding.
  • Beacon Financial Group first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
  • Beacon Financial Group's Progressive position peaked at $1.04M in Q1 2025.
  • 753 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.