EWP
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Elevation Wealth Partners’s Progressive PGR Stock Holding History

Elevation 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
Q3 		$35.9K Buy
173
+41
+31% +$8.86K 0.01% 480
2026
Q2 		$28.8K Buy
132
+32
+32% +$6.45K 0.01% 460
2026
Q1 		$19.8K Buy
100
+72
+257% +$14.9K 0.01% 375
2025
Q4 		$6.38K Buy
28
+2
+8% +$452 ﹤0.01% 577
2025
Q3 		$6.42K Buy
+26
New +$6.41K ﹤0.01% 442

Other funds holding PGR

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
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
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Elevation Wealth Partners's PGR Position: Q3 2026 in Review

Elevation Wealth Partners increased its Progressive (PGR) stake by 31% in Q3 2026, buying an estimated $8.86K and bringing the position to 173 shares worth $35.9K. The position accounts for 0.01% of the portfolio, ranked #480.

Elevation Wealth Partners first reported a position in PGR in Q3 2025 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Elevation Wealth Partners held 173 shares of Progressive worth $35.9K as of Q3 2026.
  • Elevation Wealth Partners bought 41 Progressive shares in Q3 2026, an estimated $8.86K.
  • Progressive made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #480 holding.
  • Elevation Wealth Partners first reported a position in Progressive in Q3 2025 and has held it in 5 quarters since.
  • 80 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.