DWM
PGR icon

Defined Wealth Management’s Progressive PGR Stock Holding History

Defined 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
Q3 		$528K Buy
2,546
+4
+0.2% +$864 0.27% 78
2026
Q2 		$555K Buy
2,542
+50
+2% +$10.1K 0.29% 78
2026
Q1 		$494K Buy
2,492
+8
+0.3% +$1.65K 0.29% 76
2025
Q4 		$566K Sell
2,484
-995
-29% -$225K 0.33% 70
2025
Q3 		$859K Sell
3,479
-76
-2% -$18.7K 0.5% 51
2025
Q2 		$949K Buy
3,555
+23
+0.7% +$6.3K 0.59% 46
2025
Q1 		$1000K Buy
3,532
+3
+0.1% +$785 0.67% 41
2024
Q4 		$846K Buy
3,529
+11
+0.3% +$2.77K 0.56% 44
2024
Q3 		$893K Buy
3,518
+13
+0.4% +$3.02K 0.58% 45
2024
Q2 		$728K Buy
3,505
+15
+0.4% +$3.14K 0.51% 48
2024
Q1 		$722K Buy
3,490
+2
+0.1% +$371 0.52% 51
2023
Q4 		$556K Sell
3,488
-203
-5% -$31.8K 0.43% 60
2023
Q3 		$514K Buy
3,691
+79
+2% +$10.4K 0.44% 60
2023
Q2 		$478K Buy
3,612
+2
+0.1% +$268 0.4% 63
2023
Q1 		$516K Hold
3,610
– – 0.48% 54
2022
Q4 		$468K Hold
3,610
– – 0.44% 62
2022
Q3 		$420K Hold
3,610
– – 0.46% 56
2022
Q2 		$420K Hold
3,610
– – 0.43% 58
2022
Q1 		$412K Hold
3,610
– – 0.36% 65
2021
Q4 		$371K Hold
3,610
– – 0.3% 69
2021
Q3 		$326K Hold
3,610
– – 0.29% 71
2021
Q2 		$355K Hold
3,610
– – 0.32% 69
2021
Q1 		$345K Hold
3,610
– – 0.33% 67
2020
Q4 		$357K Buy
+3,610
New +$342K 0.35% 61

Other funds holding PGR

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Confluence Investment Management
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
Tempo Wealth
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Defined Wealth Management's PGR Position: Q3 2026 in Review

Defined Wealth Management increased its Progressive (PGR) stake by 0.16% in Q3 2026, buying an estimated $864 and bringing the position to 2,546 shares worth $528K. The position accounts for 0.27% of the portfolio, ranked #78.

Defined Wealth Management first reported a position in PGR in Q4 2020 and has held it in 24 quarters since. The position peaked at $1000K in Q1 2025. 296 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Defined Wealth Management held 2,546 shares of Progressive worth $528K as of Q3 2026.
  • Defined Wealth Management bought 4 Progressive shares in Q3 2026, an estimated $864.
  • Progressive made up 0.27% of Defined Wealth Management's portfolio in Q3 2026, its #78 holding.
  • Defined Wealth Management first reported a position in Progressive in Q4 2020 and has held it in 24 quarters since.
  • Defined Wealth Management's Progressive position peaked at $1000K in Q1 2025.
  • 296 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.