Fidato Wealth
PGR icon

Fidato Wealth’s Progressive PGR Stock Holding History

Fidato Wealth’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
Q3 		$390K Buy
1,880
+6
+0.3% +$1.3K 0.21% 17
2026
Q2 		$409K Buy
1,874
+4
+0.2% +$806 0.24% 11
2026
Q1 		$371K Buy
1,870
+117
+7% +$24.1K 0.24% 12
2025
Q4 		$399K Buy
1,753
+9
+0.5% +$2.03K 0.26% 11
2025
Q3 		$431K Buy
1,744
+5
+0.3% +$1.23K 0.28% 10
2025
Q2 		$464K Buy
+1,739
New +$477K 0.33% 10

Other funds holding PGR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Fidato Wealth's PGR Position: Q3 2026 in Review

Fidato Wealth increased its Progressive (PGR) stake by 0.32% in Q3 2026, buying an estimated $1.3K and bringing the position to 1,880 shares worth $390K. The position accounts for 0.21% of the portfolio, ranked #17.

Fidato Wealth first reported a position in PGR in Q2 2025 and has held it in 6 quarters since. The position peaked at $464K in Q2 2025. 628 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Fidato Wealth held 1,880 shares of Progressive worth $390K as of Q3 2026.
  • Fidato Wealth bought 6 Progressive shares in Q3 2026, an estimated $1.3K.
  • Progressive made up 0.21% of Fidato Wealth's portfolio in Q3 2026, its #17 holding.
  • Fidato Wealth first reported a position in Progressive in Q2 2025 and has held it in 6 quarters since.
  • Fidato Wealth's Progressive position peaked at $464K in Q2 2025.
  • 628 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Fidato Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.