DAS
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Dynamic Advisor Solutions’s Progressive PGR Stock Holding History

Dynamic Advisor Solutions’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 		$342K Buy
1,567
+535
+52% +$108K 0.01% 809
2026
Q1 		$205K Sell
1,032
-145
-12% -$29.9K 0.01% 915
2025
Q4 		$268K Sell
1,177
-7,033
-86% -$1.59M 0.01% 811
2025
Q3 		$2.03M Buy
8,210
+666
+9% +$164K 0.06% 317
2025
Q2 		$2.01M Buy
7,544
+6,465
+599% +$1.77M 0.06% 305
2025
Q1 		$305K Sell
1,079
-2,742
-72% -$717K 0.01% 702
2024
Q4 		$915K Sell
3,821
-97
-2% -$24.4K 0.04% 327
2024
Q3 		$994K Buy
3,918
+2,562
+189% +$596K 0.03% 454
2024
Q2 		$282K Sell
1,356
-218
-14% -$45.6K 0.01% 785
2024
Q1 		$325K Buy
1,574
+231
+17% +$42.9K 0.01% 733
2023
Q4 		$218K Buy
+1,343
New +$210K 0.01% 811

Other funds holding PGR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Dynamic Advisor Solutions's PGR Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Progressive (PGR) stake by 52% in Q2 2026, buying an estimated $108K and bringing the position to 1,567 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #809.

Dynamic Advisor Solutions first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.03M in Q3 2025. 360 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Dynamic Advisor Solutions held 1,567 shares of Progressive worth $342K as of Q2 2026.
  • Dynamic Advisor Solutions bought 535 Progressive shares in Q2 2026, an estimated $108K.
  • Progressive made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #809 holding.
  • Dynamic Advisor Solutions first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
  • Dynamic Advisor Solutions's Progressive position peaked at $2.03M in Q3 2025.
  • 360 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.