FLP
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Financial Life Planners’s Progressive PGR Stock Holding History

Financial Life Planners’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 		$47K Hold
215
– – 0.03% 125
2026
Q1 		$42.6K Buy
+215
New +$44.4K 0.03% 131
2025
Q4 		– Sell
-202
Closed -$49.9K – 254
2025
Q3 		$49.9K Buy
+202
New +$49.8K 0.03% 123
2025
Q1 		– Sell
-198
Closed -$47.4K – 292
2024
Q4 		$47.4K Buy
+198
New +$49.8K 0.04% 124

Other funds holding PGR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Financial Life Planners's PGR Position: Q2 2026 in Review

Financial Life Planners held its Progressive (PGR) position steady in Q2 2026 at 215 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #125.

Financial Life Planners first reported a position in PGR in Q4 2024 and has held it in 4 quarters since. The position peaked at $49.9K in Q3 2025. 737 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Financial Life Planners held 215 shares of Progressive worth $47K as of Q2 2026.
  • Financial Life Planners left its Progressive share count unchanged in Q2 2026.
  • Progressive made up 0.03% of Financial Life Planners's portfolio in Q2 2026, its #125 holding.
  • Financial Life Planners first reported a position in Progressive in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's Progressive position peaked at $49.9K in Q3 2025.
  • 737 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.