CP
PGR icon

Castleview Partners’s Progressive PGR Stock Holding History

Castleview Partners’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 		$743K Hold
3,582
– – 0.33% 73
2026
Q2 		$782K Buy
3,582
+187
+6% +$37.7K 0.34% 69
2026
Q1 		$673K Sell
3,395
-119
-3% -$24.6K 0.35% 68
2025
Q4 		$800K Buy
3,514
+1,371
+64% +$310K 0.4% 55
2025
Q3 		$529K Buy
2,143
+577
+37% +$142K 0.29% 77
2025
Q2 		$418K Sell
1,566
-30
-2% -$8.22K 0.27% 92
2025
Q1 		$452K Sell
1,596
-150
-9% -$39.2K 0.31% 84
2024
Q4 		$420K Buy
1,746
+34
+2% +$8.56K 0.23% 106
2024
Q3 		$434K Buy
1,712
+45
+3% +$10.5K 0.25% 99
2024
Q2 		$346K Sell
1,667
-542
-25% -$113K 0.2% 118
2024
Q1 		$457K Buy
2,209
+57
+3% +$10.6K 0.26% 89
2023
Q4 		$343K Buy
2,152
+5
+0.2% +$783 0.24% 99
2023
Q3 		$299K Buy
2,147
+129
+6% +$17K 0.28% 82
2023
Q2 		$267K Sell
2,018
-63
-3% -$8.45K 0.24% 91
2023
Q1 		$298K Buy
2,081
+16
+0.8% +$2.21K 0.26% 92
2022
Q4 		$268K Buy
2,065
+90
+5% +$11.4K 0.26% 92
2022
Q3 		$230K Buy
1,975
+1,555
+370% +$187K 0.22% 97
2022
Q2 		$24.7K Sell
420
-2,378
-85% -$270K 0.02% 370
2022
Q1 		$318K Buy
+2,798
New +$303K 0.2% 107
2021
Q2 		$71K Buy
+719
New +$71.1K 0.03% 345

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
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
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Castleview Partners's PGR Position: Q3 2026 in Review

Castleview Partners held its Progressive (PGR) position steady in Q3 2026 at 3,582 shares worth $743K. The position accounts for 0.33% of the portfolio, ranked #73.

Castleview Partners first reported a position in PGR in Q2 2021 and has held it in 20 quarters since. The position peaked at $800K in Q4 2025. 80 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Castleview Partners held 3,582 shares of Progressive worth $743K as of Q3 2026.
  • Castleview Partners left its Progressive share count unchanged in Q3 2026.
  • Progressive made up 0.33% of Castleview Partners's portfolio in Q3 2026, its #73 holding.
  • Castleview Partners first reported a position in Progressive in Q2 2021 and has held it in 20 quarters since.
  • Castleview Partners's Progressive position peaked at $800K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.