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Disciplined Equity Management’s Progressive PGR Stock Holding History

Disciplined Equity 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 		– Sell
-4,850
Closed -$961K – 46
2026
Q1 		$961K Buy
4,850
+1,400
+41% +$289K 0.48% 33
2025
Q4 		$786K Sell
3,450
-70
-2% -$15.8K 0.41% 33
2025
Q3 		$869K Buy
3,520
+110
+3% +$27.1K 0.47% 32
2025
Q2 		$910K Sell
3,410
-10
-0.3% -$2.74K 0.53% 31
2025
Q1 		$968K Sell
3,420
-300
-8% -$78.5K 0.67% 24
2024
Q4 		$891K Hold
3,720
– – 0.58% 31
2024
Q3 		$944K Sell
3,720
-280
-7% -$65.1K 0.6% 30
2024
Q2 		$831K Buy
+4,000
New +$837K 0.55% 36

Other funds holding PGR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Disciplined Equity Management's PGR Position: Q2 2026 in Review

Disciplined Equity Management sold out of Progressive (PGR) in Q2 2026, closing a stake of 4,850 shares — an estimated $961K sold.

Disciplined Equity Management first reported a position in PGR in Q2 2024 and held it in 8 quarters. The position peaked at $968K in Q1 2025. 707 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Disciplined Equity Management reported no remaining Progressive position as of Q2 2026 after selling out during the quarter.
  • Disciplined Equity Management sold 4,850 Progressive shares in Q2 2026, an estimated $961K.
  • Disciplined Equity Management first reported a position in Progressive in Q2 2024 and held it in 8 quarters.
  • Disciplined Equity Management's Progressive position peaked at $968K in Q1 2025.
  • 707 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Disciplined Equity Management's 13F filing for Q2 2026, filed 29 Jul 2026.