Falcon Wealth Planning’s Progressive PGR Stock Holding History

Falcon Wealth Planning’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	$302K	Sell	1,385 -124	-8%	-$25K	0.02%	192
2026 Q1	$299K	Buy	1,509 +152	+11%	+$31.4K	0.02%	185
2025 Q4	$309K	Buy	1,357 +328	+32%	+$74.1K	0.03%	165
2025 Q3	$254K	Sell	1,029 -45	-4%	-$11.1K	0.02%	165
2025 Q2	$287K	Sell	1,074 -31	-3%	-$8.5K	0.03%	141
2025 Q1	$313K	Buy	1,105 +129	+13%	+$33.7K	0.03%	135
2024 Q4	$234K	Buy	+976	New	+$246K	0.03%	146

Other funds holding PGR

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 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

Falcon Wealth Planning's PGR Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Progressive (PGR) stake by 8.2% in Q2 2026, selling an estimated $25K and leaving 1,385 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #192.

Falcon Wealth Planning first reported a position in PGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $313K in Q1 2025. 542 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Falcon Wealth Planning held 1,385 shares of Progressive worth $302K as of Q2 2026.
Falcon Wealth Planning sold 124 Progressive shares in Q2 2026, an estimated $25K.
Progressive made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #192 holding.
Falcon Wealth Planning first reported a position in Progressive in Q4 2024 and has held it in 7 quarters since.
Falcon Wealth Planning's Progressive position peaked at $313K in Q1 2025.
542 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.