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Cornerstone Planning Group’s Progressive PGR Stock Holding History

Cornerstone Planning 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
Q2 		$68.8K Buy
336
+46
+16% +$9.27K 0.01% 324
2026
Q1 		$57.2K Buy
290
+19
+7% +$3.92K 0.01% 364
2025
Q4 		$57.7K Sell
271
-927
-77% -$209K 0.01% 313
2025
Q3 		$149K Buy
1,198
+990
+476% +$244K 0.02% 167
2025
Q2 		$50.5K Sell
208
-41
-16% -$11.2K 0.01% 239
2025
Q1 		$66K Buy
249
+162
+186% +$42.4K 0.02% 194
2024
Q4 		$21.5K Hold
87
– – 0.01% 300
2024
Q3 		$21K Sell
87
-11
-11% -$2.56K 0.01% 292
2024
Q2 		$20.7K Buy
98
+12
+14% +$2.51K 0.01% 312
2024
Q1 		$17.9K Sell
86
-14
-14% -$2.6K 0.01% 307
2023
Q4 		$15.9K Sell
100
-11
-10% -$1.72K 0.01% 350
2023
Q3 		$15.5K Sell
111
-1
-0.9% -$132 0.01% 345
2023
Q2 		$14.8K Buy
+112
New +$15K 0.01% 519
2022
Q4 		$11.1K Buy
+88
New +$11.2K ﹤0.01% 601

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Cornerstone Planning Group's PGR Position: Q2 2026 in Review

Cornerstone Planning Group increased its Progressive (PGR) stake by 16% in Q2 2026, buying an estimated $9.27K and bringing the position to 336 shares worth $68.8K. The position accounts for 0.01% of the portfolio, ranked #324.

Cornerstone Planning Group first reported a position in PGR in Q4 2022 and has held it in 14 quarters since. The position peaked at $149K in Q3 2025. 1,057 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Cornerstone Planning Group held 336 shares of Progressive worth $68.8K as of Q2 2026.
  • Cornerstone Planning Group bought 46 Progressive shares in Q2 2026, an estimated $9.27K.
  • Progressive made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #324 holding.
  • Cornerstone Planning Group first reported a position in Progressive in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Progressive position peaked at $149K in Q3 2025.
  • 1,057 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.