EWM
PGR icon

Empirical Wealth Management’s Progressive PGR Stock Holding History

Empirical Wealth 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 		$1.67M Buy
7,633
+1,709
+29% +$344K 0.02% 304
2026
Q1 		$1.17M Buy
5,924
+1,331
+29% +$275K 0.02% 321
2025
Q4 		$1.05M Sell
4,593
-547
-11% -$124K 0.02% 334
2025
Q3 		$1.27M Buy
5,140
+519
+11% +$128K 0.03% 300
2025
Q2 		$1.23M Buy
4,621
+431
+10% +$118K 0.03% 287
2025
Q1 		$1.19M Buy
4,190
+2,643
+171% +$691K 0.03% 276
2024
Q4 		$371K Sell
1,547
-735
-32% -$185K 0.01% 459
2024
Q3 		$579K Buy
2,282
+72
+3% +$16.7K 0.02% 348
2024
Q2 		$459K Sell
2,210
-164
-7% -$34.3K 0.01% 377
2024
Q1 		$491K Buy
2,374
+86
+4% +$16K 0.01% 349
2023
Q4 		$364K Buy
2,288
+326
+17% +$51K 0.01% 367
2023
Q3 		$273K Sell
1,962
-35
-2% -$4.6K 0.01% 387
2023
Q2 		$264K Sell
1,997
-450
-18% -$60.3K 0.01% 390
2023
Q1 		$350K Sell
2,447
-89
-4% -$12.3K 0.02% 372
2022
Q4 		$329K Buy
2,536
+79
+3% +$10K 0.02% 369
2022
Q3 		$286K Sell
2,457
-8
-0.3% -$963 0.02% 384
2022
Q2 		$287K Sell
2,465
-24
-1% -$2.72K 0.02% 395
2022
Q1 		$284K Sell
2,489
-175
-7% -$18.9K 0.01% 413
2021
Q4 		$273K Sell
2,664
-1,395
-34% -$133K 0.01% 437
2021
Q3 		$367K Sell
4,059
-2,992
-42% -$285K 0.02% 353
2021
Q2 		$692K Sell
7,051
-537
-7% -$53.1K 0.04% 237
2021
Q1 		$725K Buy
7,588
+935
+14% +$85K 0.06% 198
2020
Q4 		$658K Buy
6,653
+1,425
+27% +$135K 0.05% 205
2020
Q3 		$495K Buy
5,228
+653
+14% +$58.7K 0.04% 218
2020
Q2 		$367K Buy
+4,575
New +$357K 0.03% 253

Other funds holding PGR

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Empirical Wealth Management's PGR Position: Q2 2026 in Review

Empirical Wealth Management increased its Progressive (PGR) stake by 29% in Q2 2026, buying an estimated $344K and bringing the position to 7,633 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #304.

Empirical Wealth Management first reported a position in PGR in Q2 2020 and has held it in 25 quarters since. 660 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Empirical Wealth Management held 7,633 shares of Progressive worth $1.67M as of Q2 2026.
  • Empirical Wealth Management bought 1,709 Progressive shares in Q2 2026, an estimated $344K.
  • Progressive made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #304 holding.
  • Empirical Wealth Management first reported a position in Progressive in Q2 2020 and has held it in 25 quarters since.
  • 660 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.