Center for Financial Planning’s Progressive PGR Stock Holding History

Center for Financial Planning’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	$693K	Hold	3,171	–	–	0.06%	95
2026 Q1	$629K	Hold	3,171	–	–	0.07%	95
2025 Q4	$722K	Hold	3,171	–	–	0.08%	85
2025 Q3	$783K	Hold	3,171	–	–	0.08%	78
2025 Q2	$846K	Hold	3,171	–	–	0.1%	73
2025 Q1	$897K	Hold	3,171	–	–	0.11%	64
2024 Q4	$760K	Hold	3,171	–	–	0.1%	69
2024 Q3	$805K	Sell	3,171 -193	-6%	-$44.9K	0.11%	63
2024 Q2	$699K	Hold	3,364	–	–	0.1%	69
2024 Q1	$696K	Buy	3,364 +104	+3%	+$19.3K	0.1%	68
2023 Q4	$519K	Hold	3,260	–	–	0.1%	79
2023 Q3	$454K	Hold	3,260	–	–	0.1%	83
2023 Q2	$432K	Hold	3,260	–	–	0.09%	87
2023 Q1	$466K	Hold	3,260	–	–	0.11%	82
2022 Q4	$423K	Sell	3,260 -27	-0.8%	-$3.42K	0.1%	81
2022 Q3	$382K	Buy	3,287 +27	+0.8%	+$3.25K	0.1%	84
2022 Q2	$379K	Hold	3,260	–	–	0.1%	85
2022 Q1	$372K	Hold	3,260	–	–	0.08%	96
2021 Q4	$335K	Hold	3,260	–	–	0.07%	101
2021 Q3	$295K	Hold	3,260	–	–	0.07%	103
2021 Q2	$320K	Hold	3,260	–	–	0.08%	103
2021 Q1	$312K	Hold	3,260	–	–	0.08%	98
2020 Q4	$322K	Hold	3,260	–	–	0.09%	91
2020 Q3	$309K	Hold	3,260	–	–	0.1%	87
2020 Q2	$261K	Sell	3,260 -88	-3%	-$6.87K	0.09%	93
2020 Q1	$247K	Buy	3,348 +88	+3%	+$6.78K	0.08%	98
2019 Q4	$236K	Buy	+3,260	New	+$235K	0.06%	103

Other funds holding PGR

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Center for Financial Planning's PGR Position: Q2 2026 in Review

Center for Financial Planning held its Progressive (PGR) position steady in Q2 2026 at 3,171 shares worth $693K. The position accounts for 0.06% of the portfolio, ranked #95.

Center for Financial Planning first reported a position in PGR in Q4 2019 and has held it in 27 quarters since. The position peaked at $897K in Q1 2025. 488 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Center for Financial Planning held 3,171 shares of Progressive worth $693K as of Q2 2026.
Center for Financial Planning left its Progressive share count unchanged in Q2 2026.
Progressive made up 0.06% of Center for Financial Planning's portfolio in Q2 2026, its #95 holding.
Center for Financial Planning first reported a position in Progressive in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Progressive position peaked at $897K in Q1 2025.
488 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.