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Beese Fulmer Investment Management’s Progressive PGR Stock Holding History

Beese Fulmer Investment 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 		$210K Sell
961
-502
-34% -$101K 0.01% 374
2026
Q1 		$290K Sell
1,463
-262
-15% -$54.1K 0.02% 315
2025
Q4 		$393K Buy
+1,725
New +$390K 0.03% 239
2025
Q3 		– Sell
-776
Closed -$207K – 294
2025
Q2 		$207K Buy
+776
New +$213K 0.02% 279

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
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
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

Beese Fulmer Investment Management's PGR Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Progressive (PGR) stake by 34% in Q2 2026, selling an estimated $101K and leaving 961 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #374.

Beese Fulmer Investment Management first reported a position in PGR in Q2 2025 and has held it in 4 quarters since. The position peaked at $393K in Q4 2025. 666 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Beese Fulmer Investment Management held 961 shares of Progressive worth $210K as of Q2 2026.
  • Beese Fulmer Investment Management sold 502 Progressive shares in Q2 2026, an estimated $101K.
  • Progressive made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #374 holding.
  • Beese Fulmer Investment Management first reported a position in Progressive in Q2 2025 and has held it in 4 quarters since.
  • Beese Fulmer Investment Management's Progressive position peaked at $393K in Q4 2025.
  • 666 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.