FHC
PGR icon

First Heartland Consultants’s Progressive PGR Stock Holding History

First Heartland Consultants’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 		$651K Buy
3,138
+24
+0.8% +$5.18K 0.04% 287
2026
Q2 		$680K Buy
3,114
+564
+22% +$114K 0.04% 272
2026
Q1 		$506K Buy
2,550
+13
+0.5% +$2.68K 0.04% 284
2025
Q4 		$578K Buy
2,537
+204
+9% +$46.1K 0.04% 271
2025
Q3 		$576K Buy
2,333
+167
+8% +$41.2K 0.05% 258
2025
Q2 		$578K Sell
2,166
-80
-4% -$21.9K 0.05% 244
2025
Q1 		$636K Buy
2,246
+105
+5% +$27.5K 0.07% 198
2024
Q4 		$513K Sell
2,141
-112
-5% -$28.2K 0.05% 230
2024
Q3 		$572K Buy
2,253
+79
+4% +$18.4K 0.06% 215
2024
Q2 		$452K Buy
2,174
+139
+7% +$29.1K 0.03% 280
2024
Q1 		$421K Buy
+2,035
New +$378K 0.04% 278

Other funds holding PGR

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

First Heartland Consultants's PGR Position: Q3 2026 in Review

First Heartland Consultants increased its Progressive (PGR) stake by 0.77% in Q3 2026, buying an estimated $5.18K and bringing the position to 3,138 shares worth $651K. The position accounts for 0.04% of the portfolio, ranked #287.

First Heartland Consultants first reported a position in PGR in Q1 2024 and has held it in 11 quarters since. The position peaked at $680K in Q2 2026. 80 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • First Heartland Consultants held 3,138 shares of Progressive worth $651K as of Q3 2026.
  • First Heartland Consultants bought 24 Progressive shares in Q3 2026, an estimated $5.18K.
  • Progressive made up 0.04% of First Heartland Consultants's portfolio in Q3 2026, its #287 holding.
  • First Heartland Consultants first reported a position in Progressive in Q1 2024 and has held it in 11 quarters since.
  • First Heartland Consultants's Progressive position peaked at $680K in Q2 2026.
  • 80 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.