Convergence Financial
PGR icon

Convergence Financial’s Progressive PGR Stock Holding History

Convergence Financial’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 		– Sell
-6,018
Closed -$1.31M – 314
2026
Q2 		$1.31M Buy
6,018
+3,042
+102% +$613K 0.1% 101
2026
Q1 		$590K Sell
2,976
-29
-1% -$5.98K 0.06% 138
2025
Q4 		$684K Buy
+3,005
New +$679K 0.1% 104

Other funds holding PGR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Convergence Financial's PGR Position: Q3 2026 in Review

Convergence Financial sold out of Progressive (PGR) in Q3 2026, closing a stake of 6,018 shares — an estimated $1.31M sold.

Convergence Financial first reported a position in PGR in Q4 2025 and held it in 3 quarters. The position peaked at $1.31M in Q2 2026. 968 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Convergence Financial reported no remaining Progressive position as of Q3 2026 after selling out during the quarter.
  • Convergence Financial sold 6,018 Progressive shares in Q3 2026, an estimated $1.31M.
  • Convergence Financial first reported a position in Progressive in Q4 2025 and held it in 3 quarters.
  • Convergence Financial's Progressive position peaked at $1.31M in Q2 2026.
  • 968 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.