Envestnet Portfolio Solutions’s Progressive PGR Stock Holding History

Envestnet Portfolio 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	$3M	Buy	13,750 +2,495	+22%	+$503K	0.01%	425
2026 Q1	$2.23M	Sell	11,255 -5,484	-33%	-$1.13M	0.01%	434
2025 Q4	$3.81M	Sell	16,739 -819	-5%	-$185K	0.01%	417
2025 Q3	$4.34M	Sell	17,558 -1,138	-6%	-$281K	0.02%	374
2025 Q2	$4.99M	Sell	18,696 -932	-5%	-$255K	0.02%	361
2025 Q1	$5.55M	Sell	19,628 -11,949	-38%	-$3.13M	0.02%	337
2024 Q4	$7.57M	Buy	31,577 +1,577	+5%	+$397K	0.02%	309
2024 Q3	$7.61M	Sell	30,000 -218	-0.7%	-$50.7K	0.02%	300
2024 Q2	$6.28M	Sell	30,218 -1,500	-5%	-$314K	0.02%	322
2024 Q1	$6.56M	Buy	31,718 +5,354	+20%	+$993K	0.02%	318
2023 Q4	$4.2M	Sell	26,364 -4,910	-16%	-$769K	0.02%	376
2023 Q3	$4.36M	Buy	+31,274	New	+$4.11M	0.02%	345

Other funds holding PGR

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Envestnet Portfolio Solutions's PGR Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Progressive (PGR) stake by 22% in Q2 2026, buying an estimated $503K and bringing the position to 13,750 shares worth $3M. The position accounts for 0.01% of the portfolio, ranked #425.

Envestnet Portfolio Solutions first reported a position in PGR in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.61M in Q3 2024. 395 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Envestnet Portfolio Solutions held 13,750 shares of Progressive worth $3M as of Q2 2026.
Envestnet Portfolio Solutions bought 2,495 Progressive shares in Q2 2026, an estimated $503K.
Progressive made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #425 holding.
Envestnet Portfolio Solutions first reported a position in Progressive in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Progressive position peaked at $7.61M in Q3 2024.
395 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.