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Everhart Financial Group’s Progressive PGR Stock Holding History

Everhart 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 		$1.03M Buy
4,706
+98
+2% +$19.8K 0.07% 165
2026
Q1 		$913K Buy
4,608
+648
+16% +$134K 0.08% 192
2025
Q4 		$902K Sell
3,960
-618
-13% -$140K 0.08% 173
2025
Q3 		$1.13M Sell
4,578
-66
-1% -$16.3K 0.11% 126
2025
Q2 		$1.24M Buy
4,644
+687
+17% +$188K 0.14% 97
2025
Q1 		$1.12M Buy
3,957
+411
+12% +$107K 0.15% 97
2024
Q4 		$850K Buy
3,546
+217
+7% +$54.6K 0.17% 120
2024
Q3 		$845K Buy
3,329
+1,248
+60% +$290K 0.19% 120
2024
Q2 		$432K Buy
2,081
+461
+28% +$96.5K 0.11% 178
2024
Q1 		$335K Buy
+1,620
New +$301K 0.1% 201

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

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

Everhart Financial Group increased its Progressive (PGR) stake by 2.1% in Q2 2026, buying an estimated $19.8K and bringing the position to 4,706 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #165.

Everhart Financial Group first reported a position in PGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.24M in Q2 2025. 316 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Everhart Financial Group held 4,706 shares of Progressive worth $1.03M as of Q2 2026.
  • Everhart Financial Group bought 98 Progressive shares in Q2 2026, an estimated $19.8K.
  • Progressive made up 0.07% of Everhart Financial Group's portfolio in Q2 2026, its #165 holding.
  • Everhart Financial Group first reported a position in Progressive in Q1 2024 and has held it in 10 quarters since.
  • Everhart Financial Group's Progressive position peaked at $1.24M in Q2 2025.
  • 316 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.