Cherry Tree Wealth Management’s Progressive PGR Stock Holding History

Cherry Tree Wealth 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 Q3	$13.7K	Hold	66	–	–	﹤0.01%	400
2026 Q2	$14.4K	Hold	66	–	–	﹤0.01%	402
2026 Q1	$13.1K	Hold	66	–	–	﹤0.01%	383
2025 Q4	$15K	Sell	66 -22	-25%	-$4.97K	﹤0.01%	380
2025 Q3	$21.7K	Hold	88	–	–	﹤0.01%	333
2025 Q2	$23.5K	Sell	88 -108	-55%	-$29.6K	0.01%	320
2025 Q1	$55.5K	Hold	196	–	–	0.01%	252
2024 Q4	$47K	Hold	196	–	–	0.01%	257
2024 Q3	$49.7K	Hold	196	–	–	0.01%	258
2024 Q2	$40.7K	Buy	196 +108	+123%	+$22.6K	0.01%	266
2024 Q1	$18.2K	Hold	88	–	–	﹤0.01%	325
2023 Q4	$14K	Hold	88	–	–	﹤0.01%	332
2023 Q3	$12.3K	Buy	88 +63	+252%	+$8.29K	﹤0.01%	327
2023 Q2	$3.24K	Buy	+25	New	+$3.35K	﹤0.01%	454

Other funds holding PGR

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return

MCI

McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Cherry Tree Wealth Management's PGR Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Progressive (PGR) position steady in Q3 2026 at 66 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Cherry Tree Wealth Management first reported a position in PGR in Q2 2023 and has held it in 14 quarters since. The position peaked at $55.5K in Q1 2025. 595 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

Cherry Tree Wealth Management held 66 shares of Progressive worth $13.7K as of Q3 2026.
Cherry Tree Wealth Management left its Progressive share count unchanged in Q3 2026.
Progressive made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #400 holding.
Cherry Tree Wealth Management first reported a position in Progressive in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Progressive position peaked at $55.5K in Q1 2025.
595 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.