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Curated Wealth Partners’s Progressive PGR Stock Holding History

Curated Wealth Partners’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 		$1.15M Buy
+80,284
New +$16.2M 0.15% 122

Other funds holding PGR

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
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
New York State Teachers Retirement System (NYSTRS)
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
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Curated Wealth Partners's PGR Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Progressive (PGR) in Q2 2026: 80,284 shares worth $1.15M. The stake represents 0.15% of the portfolio and ranks #122 among its holdings.

552 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Curated Wealth Partners held 80,284 shares of Progressive worth $1.15M as of Q2 2026.
  • Progressive was a new Curated Wealth Partners position in Q2 2026.
  • Progressive made up 0.15% of Curated Wealth Partners's portfolio in Q2 2026, its #122 holding.
  • 552 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.