Cornerstone Wealth Management’s Progressive PGR Stock Holding History

Cornerstone 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	$200K	Buy	+917	New	+$185K	0.01%	721
2026 Q1	–	Sell	-946	Closed	-$215K	–	731
2025 Q4	$215K	Buy	946 +124	+15%	+$28K	0.01%	641
2025 Q3	$203K	Sell	822 -8	-1%	-$1.97K	0.01%	649
2025 Q2	$222K	Hold	830	–	–	0.01%	590
2025 Q1	$235K	Sell	830 -21	-2%	-$5.49K	0.02%	534
2024 Q4	$204K	Sell	851 -27	-3%	-$6.8K	0.01%	559
2024 Q3	$223K	Buy	+878	New	+$204K	0.02%	525
2018 Q3	–	Sell	-49,433	Closed	-$827K	–	1468
2018 Q2	$827K	Buy	+49,433	New	+$3.03M	0.01%	839

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

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

Cornerstone Wealth Management opened a new position in Progressive (PGR) in Q2 2026: 917 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #721 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in PGR as recently as Q4 2025.

Cornerstone Wealth Management first reported a position in PGR in Q2 2018 and has held it in 8 quarters since. The position peaked at $827K in Q2 2018. 429 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Cornerstone Wealth Management held 917 shares of Progressive worth $200K as of Q2 2026.
Progressive was a new Cornerstone Wealth Management position in Q2 2026.
Progressive made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #721 holding.
Cornerstone Wealth Management first reported a position in Progressive in Q2 2018 and has held it in 8 quarters since.
Cornerstone Wealth Management's Progressive position peaked at $827K in Q2 2018.
429 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.