Congress Asset Management’s Progressive PGR Stock Holding History

Congress Asset 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	$2.87M	Buy	13,116 +2,266	+21%	+$457K	0.02%	273
2026 Q1	$2.15M	Buy	10,850 +6,255	+136%	+$1.29M	0.02%	300
2025 Q4	$1.05M	Hold	4,595	–	–	0.01%	309
2025 Q3	$1.13M	Sell	4,595 -190	-4%	-$46.8K	0.01%	310
2025 Q2	$1.28M	Sell	4,785 -100	-2%	-$27.4K	0.01%	308
2025 Q1	$1.38M	Sell	4,885 -185	-4%	-$48.4K	0.01%	292
2024 Q4	$1.21M	Hold	5,070	–	–	0.01%	305
2024 Q3	$1.29M	Hold	5,070	–	–	0.01%	292
2024 Q2	$1.05M	Sell	5,070 -394	-7%	-$82.5K	0.01%	297
2024 Q1	$1.13M	Hold	5,464	–	–	0.01%	295
2023 Q4	$870K	Hold	5,464	–	–	0.01%	323
2023 Q3	$761K	Sell	5,464 -338	-6%	-$44.5K	0.01%	324
2023 Q2	$768K	Sell	5,802 -37	-0.6%	-$4.96K	0.01%	318
2023 Q1	$835K	Sell	5,839 -129	-2%	-$17.8K	0.01%	311
2022 Q4	$774K	Sell	5,968 -320	-5%	-$40.5K	0.01%	316
2022 Q3	$731K	Sell	6,288 -3,903	-38%	-$470K	0.01%	313
2022 Q2	$1.19M	Sell	10,191 -81	-0.8%	-$9.18K	0.01%	311
2022 Q1	$1.17M	Sell	10,272 -2,976	-22%	-$322K	0.01%	310
2021 Q4	$1.36M	Sell	13,248 -909	-6%	-$86.8K	0.01%	308
2021 Q3	$1.28M	Sell	14,157 -18,713	-57%	-$1.78M	0.01%	293
2021 Q2	$3.23M	Sell	32,870 -904,493	-96%	-$89.5M	0.03%	247
2021 Q1	$89.6M	Buy	937,363 +28,469	+3%	+$2.59M	0.81%	64
2020 Q4	$89.9M	Buy	908,894 +12,486	+1%	+$1.18M	0.85%	64
2020 Q3	$84.9M	Buy	896,408 +18,001	+2%	+$1.62M	0.92%	57
2020 Q2	$70.4M	Buy	878,407 +29,450	+3%	+$2.3M	0.84%	66
2020 Q1	$62.7M	Buy	848,957 +627	+0.1%	+$48.3K	0.95%	56
2019 Q4	$61.4M	Sell	848,330 -895	-0.1%	-$64.5K	0.75%	72
2019 Q3	$65.6M	Sell	849,225 -597	-0.1%	-$47K	0.84%	66
2019 Q2	$67.9M	Sell	849,822 -10,171	-1%	-$787K	0.86%	60
2019 Q1	$62M	Sell	859,993 -27,945	-3%	-$1.91M	0.81%	62
2018 Q4	$53.6M	Buy	887,938 +12,364	+1%	+$823K	0.81%	62
2018 Q3	$62.2M	Sell	875,574 -29,929	-3%	-$1.93M	0.8%	59
2018 Q2	$53.6M	Sell	905,503 -19,265	-2%	-$1.18M	0.74%	65
2018 Q1	$56.3M	Sell	924,768 -36,093	-4%	-$2.06M	0.79%	64
2017 Q4	$54.1M	Sell	960,861 -24,352	-2%	-$1.26M	0.79%	64
2017 Q3	$47.7M	Sell	985,213 -26,838	-3%	-$1.26M	0.74%	70
2017 Q2	$44.6M	Buy	+1,012,051	New	+$42M	0.8%	69

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

Congress Asset Management's PGR Position: Q2 2026 in Review

Congress Asset Management increased its Progressive (PGR) stake by 21% in Q2 2026, buying an estimated $457K and bringing the position to 13,116 shares worth $2.87M. The position accounts for 0.02% of the portfolio, ranked #273.

Congress Asset Management first reported a position in PGR in Q2 2017 and has held it in 37 quarters since. The position peaked at $89.9M in Q4 2020. 495 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Congress Asset Management held 13,116 shares of Progressive worth $2.87M as of Q2 2026.
Congress Asset Management bought 2,266 Progressive shares in Q2 2026, an estimated $457K.
Progressive made up 0.02% of Congress Asset Management's portfolio in Q2 2026, its #273 holding.
Congress Asset Management first reported a position in Progressive in Q2 2017 and has held it in 37 quarters since.
Congress Asset Management's Progressive position peaked at $89.9M in Q4 2020.
495 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.