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Elm3 Financial Group’s Progressive PGR Stock Holding History

Elm3 Financial Group’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 		$835K Sell
3,823
-271
-7% -$54.6K 0.57% 46
2026
Q1 		$812K Sell
4,094
-172
-4% -$35.5K 0.69% 37
2025
Q4 		$971K Sell
4,266
-233
-5% -$52.6K 0.81% 32
2025
Q3 		$1.11M Sell
4,499
-274
-6% -$67.5K 0.91% 26
2025
Q2 		$1.27M Sell
4,773
-10
-0.2% -$2.74K 1.06% 24
2025
Q1 		$1.35M Sell
4,783
-613
-11% -$160K 1.19% 22
2024
Q4 		$1.29M Buy
+5,396
New +$1.36M 1.1% 22

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Elm3 Financial Group's PGR Position: Q2 2026 in Review

Elm3 Financial Group reduced its Progressive (PGR) stake by 6.6% in Q2 2026, selling an estimated $54.6K and leaving 3,823 shares worth $835K. The position accounts for 0.57% of the portfolio, ranked #46.

Elm3 Financial Group first reported a position in PGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q1 2025. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Elm3 Financial Group held 3,823 shares of Progressive worth $835K as of Q2 2026.
  • Elm3 Financial Group sold 271 Progressive shares in Q2 2026, an estimated $54.6K.
  • Progressive made up 0.57% of Elm3 Financial Group's portfolio in Q2 2026, its #46 holding.
  • Elm3 Financial Group first reported a position in Progressive in Q4 2024 and has held it in 7 quarters since.
  • Elm3 Financial Group's Progressive position peaked at $1.35M in Q1 2025.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.