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Cooper Financial Group’s Progressive PGR Stock Holding History

Cooper Financial 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 		$963K Buy
4,647
+83
+2% +$17.9K 0.08% 173
2026
Q2 		$997K Buy
4,564
+852
+23% +$172K 0.08% 172
2026
Q1 		$736K Buy
3,712
+85
+2% +$17.5K 0.07% 200
2025
Q4 		$826K Buy
3,627
+81
+2% +$18.3K 0.09% 169
2025
Q3 		$876K Sell
3,546
-163
-4% -$40.2K 0.1% 162
2025
Q2 		$990K Sell
3,709
-203
-5% -$55.6K 0.12% 142
2025
Q1 		$1.11M Sell
3,912
-634
-14% -$166K 0.15% 131
2024
Q4 		$1.09M Buy
4,546
+304
+7% +$76.5K 0.13% 126
2024
Q3 		$1.08M Buy
4,242
+123
+3% +$28.6K 0.14% 136
2024
Q2 		$856K Buy
4,119
+484
+13% +$101K 0.13% 145
2024
Q1 		$752K Sell
3,635
-1,338
-27% -$248K 0.12% 157
2023
Q4 		$792K Buy
4,973
+695
+16% +$109K 0.14% 133
2023
Q3 		$596K Buy
4,278
+779
+22% +$102K 0.14% 163
2023
Q2 		$463K Buy
3,499
+468
+15% +$62.7K 0.11% 204
2023
Q1 		$434K Buy
3,031
+223
+8% +$30.7K 0.12% 192
2022
Q4 		$364K Buy
2,808
+709
+34% +$89.8K 0.11% 183
2022
Q3 		$244K Buy
+2,099
New +$253K 0.09% 215

Other funds holding PGR

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Cooper Financial Group's PGR Position: Q3 2026 in Review

Cooper Financial Group increased its Progressive (PGR) stake by 1.8% in Q3 2026, buying an estimated $17.9K and bringing the position to 4,647 shares worth $963K. The position accounts for 0.08% of the portfolio, ranked #173.

Cooper Financial Group first reported a position in PGR in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.11M in Q1 2025. 80 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Cooper Financial Group held 4,647 shares of Progressive worth $963K as of Q3 2026.
  • Cooper Financial Group bought 83 Progressive shares in Q3 2026, an estimated $17.9K.
  • Progressive made up 0.08% of Cooper Financial Group's portfolio in Q3 2026, its #173 holding.
  • Cooper Financial Group first reported a position in Progressive in Q3 2022 and has held it in 17 quarters since.
  • Cooper Financial Group's Progressive position peaked at $1.11M in Q1 2025.
  • 80 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.