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Embree Financial Group’s Progressive PGR Stock Holding History

Embree 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 		$226K Sell
1,035
-229
-18% -$46.2K 0.02% 262
2026
Q1 		$251K Buy
1,264
+360
+40% +$74.3K 0.03% 220
2025
Q4 		$206K Buy
+904
New +$204K 0.03% 228
2024
Q3 		– Sell
-74
Closed -$15.4K – 199
2024
Q2 		$15.4K Buy
+74
New +$15.5K ﹤0.01% 182

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

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

Embree Financial Group reduced its Progressive (PGR) stake by 18% in Q2 2026, selling an estimated $46.2K and leaving 1,035 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #262.

Embree Financial Group first reported a position in PGR in Q2 2024 and has held it in 4 quarters since. The position peaked at $251K in Q1 2026. 273 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Embree Financial Group held 1,035 shares of Progressive worth $226K as of Q2 2026.
  • Embree Financial Group sold 229 Progressive shares in Q2 2026, an estimated $46.2K.
  • Progressive made up 0.02% of Embree Financial Group's portfolio in Q2 2026, its #262 holding.
  • Embree Financial Group first reported a position in Progressive in Q2 2024 and has held it in 4 quarters since.
  • Embree Financial Group's Progressive position peaked at $251K in Q1 2026.
  • 273 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.