DiNuzzo Private Wealth’s Progressive PGR Stock Holding History

DiNuzzo Private Wealth’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	$28K	Hold	135	–	–	﹤0.01%	186
2026 Q2	$29.5K	Hold	135	–	–	﹤0.01%	176
2026 Q1	$26.7K	Sell	135 -2	-1%	-$413	﹤0.01%	170
2025 Q4	$31.2K	Hold	137	–	–	﹤0.01%	153
2025 Q3	$33.8K	Sell	137 -2	-1%	-$493	﹤0.01%	146
2025 Q2	$37K	Buy	139 +2	+1%	+$548	﹤0.01%	140
2025 Q1	$38.7K	Sell	137 -1	-0.7%	-$262	﹤0.01%	134
2024 Q4	$33K	Buy	138 +1	+0.7%	+$252	﹤0.01%	137
2024 Q3	$34.7K	Buy	137 +73	+114%	+$17K	﹤0.01%	145
2024 Q2	$13.3K	Buy	64 +27	+73%	+$5.65K	﹤0.01%	166
2024 Q1	$7.65K	Hold	37	–	–	﹤0.01%	199
2023 Q4	$5.89K	Buy	+37	New	+$5.79K	﹤0.01%	222

Other funds holding PGR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return

MCI

McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return

DiNuzzo Private Wealth's PGR Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Progressive (PGR) position steady in Q3 2026 at 135 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

DiNuzzo Private Wealth first reported a position in PGR in Q4 2023 and has held it in 12 quarters since. The position peaked at $38.7K in Q1 2025. 605 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

DiNuzzo Private Wealth held 135 shares of Progressive worth $28K as of Q3 2026.
DiNuzzo Private Wealth left its Progressive share count unchanged in Q3 2026.
Progressive made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #186 holding.
DiNuzzo Private Wealth first reported a position in Progressive in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Progressive position peaked at $38.7K in Q1 2025.
605 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.