Clean Yield Group’s Progressive PGR Stock Holding History

Clean Yield Group’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	$10K	Sell	48 -17	-26%	-$3.67K	﹤0.01%	320
2026 Q2	$14.2K	Hold	65	–	–	﹤0.01%	304
2026 Q1	$12.9K	Sell	65 -7	-10%	-$1.44K	﹤0.01%	291
2025 Q4	$16.4K	Hold	72	–	–	﹤0.01%	295
2025 Q3	$17.8K	Hold	72	–	–	0.01%	293
2025 Q2	$19.2K	Hold	72	–	–	0.01%	274
2025 Q1	$20.4K	Hold	72	–	–	0.01%	282
2024 Q4	$17.3K	Hold	72	–	–	0.01%	302
2024 Q3	$18.3K	Buy	72 +14	+24%	+$3.26K	0.01%	296
2024 Q2	$12K	Hold	58	–	–	﹤0.01%	304
2024 Q1	$12K	Hold	58	–	–	﹤0.01%	314
2023 Q4	$9.24K	Hold	58	–	–	﹤0.01%	315
2023 Q3	$8.34K	Hold	58	–	–	﹤0.01%	321
2023 Q2	$7.68K	Hold	58	–	–	﹤0.01%	341
2023 Q1	$8.3K	Hold	58	–	–	﹤0.01%	342
2022 Q4	$7.52K	Hold	58	–	–	﹤0.01%	358
2022 Q3	$7K	Hold	58	–	–	﹤0.01%	346
2022 Q2	$7K	Hold	58	–	–	﹤0.01%	360
2022 Q1	$7K	Hold	58	–	–	﹤0.01%	384
2021 Q4	$6K	Hold	58	–	–	﹤0.01%	405
2021 Q3	$5K	Buy	+58	New	+$5.53K	﹤0.01%	429

Other funds holding PGR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 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

Clean Yield Group's PGR Position: Q3 2026 in Review

Clean Yield Group reduced its Progressive (PGR) stake by 26% in Q3 2026, selling an estimated $3.67K and leaving 48 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Clean Yield Group first reported a position in PGR in Q3 2021 and has held it in 21 quarters since. The position peaked at $20.4K in Q1 2025. 670 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

Clean Yield Group held 48 shares of Progressive worth $10K as of Q3 2026.
Clean Yield Group sold 17 Progressive shares in Q3 2026, an estimated $3.67K.
Progressive made up ﹤0.01% of Clean Yield Group's portfolio in Q3 2026, its #320 holding.
Clean Yield Group first reported a position in Progressive in Q3 2021 and has held it in 21 quarters since.
Clean Yield Group's Progressive position peaked at $20.4K in Q1 2025.
670 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.