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Beacon Investment Advisory Services’s Progressive PGR Stock Holding History

Beacon Investment Advisory Services’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 		$12.6K Hold
61
– – ﹤0.01% 608
2026
Q2 		$13.3K Hold
61
– – ﹤0.01% 600
2026
Q1 		$12.1K Buy
+61
New +$12.6K ﹤0.01% 618

Other funds holding PGR

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Beacon Investment Advisory Services's PGR Position: Q3 2026 in Review

Beacon Investment Advisory Services held its Progressive (PGR) position steady in Q3 2026 at 61 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Beacon Investment Advisory Services first reported a position in PGR in Q1 2026 and has held it in 3 quarters since. The position peaked at $13.3K in Q2 2026. 130 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Beacon Investment Advisory Services held 61 shares of Progressive worth $12.6K as of Q3 2026.
  • Beacon Investment Advisory Services left its Progressive share count unchanged in Q3 2026.
  • Progressive made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #608 holding.
  • Beacon Investment Advisory Services first reported a position in Progressive in Q1 2026 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's Progressive position peaked at $13.3K in Q2 2026.
  • 130 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.