CWM
PGR icon

Connecticut Wealth Management’s Progressive PGR Stock Holding History

Connecticut 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
Q2 		$1.37M Sell
6,260
-197
-3% -$39.7K 0.05% 130
2026
Q1 		$1.28M Buy
6,457
+60
+0.9% +$12.4K 0.05% 130
2025
Q4 		$1.46M Sell
6,397
-35
-0.5% -$7.9K 0.06% 126
2025
Q3 		$1.59M Sell
6,432
-121
-2% -$29.8K 0.07% 115
2025
Q2 		$1.75M Sell
6,553
-255
-4% -$69.9K 0.08% 102
2025
Q1 		$1.93M Buy
6,808
+2
+0% +$523 0.1% 99
2024
Q4 		$1.63M Sell
6,806
-53
-0.8% -$13.3K 0.08% 93
2024
Q3 		$1.74M Buy
6,859
+33
+0.5% +$7.67K 0.08% 109
2024
Q2 		$1.42M Sell
6,826
-52
-0.8% -$10.9K 0.07% 120
2024
Q1 		$1.42M Sell
6,878
-11
-0.2% -$2.04K 0.08% 114
2023
Q4 		$1.1M Buy
6,889
+5,089
+283% +$797K 0.06% 137
2023
Q3 		$251K Buy
+1,800
New +$237K 0.02% 252

Other funds holding PGR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

Connecticut Wealth Management's PGR Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Progressive (PGR) stake by 3.1% in Q2 2026, selling an estimated $39.7K and leaving 6,260 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #130.

Connecticut Wealth Management first reported a position in PGR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.93M in Q1 2025. 753 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Connecticut Wealth Management held 6,260 shares of Progressive worth $1.37M as of Q2 2026.
  • Connecticut Wealth Management sold 197 Progressive shares in Q2 2026, an estimated $39.7K.
  • Progressive made up 0.05% of Connecticut Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Connecticut Wealth Management first reported a position in Progressive in Q3 2023 and has held it in 12 quarters since.
  • Connecticut Wealth Management's Progressive position peaked at $1.93M in Q1 2025.
  • 753 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.