First National Bank of Mount Dora’s Progressive PGR Stock Holding History

First National Bank of Mount Dora’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	$8.02M	Sell	36,703 -48	-0.1%	-$9.67K	1.61%	23
2026 Q1	$7.29M	Buy	36,751 +10,879	+42%	+$2.25M	1.57%	25
2025 Q4	$5.89M	Sell	25,872 -575	-2%	-$130K	1.29%	28
2025 Q3	$6.53M	Sell	26,447 -12,123	-31%	-$2.99M	1.44%	26
2025 Q2	$10.3M	Sell	38,570 -33	-0.1%	-$9.05K	2.32%	10
2025 Q1	$10.9M	Buy	38,603 +6,629	+21%	+$1.73M	2.67%	8
2024 Q4	$7.66M	Sell	31,974 -945	-3%	-$238K	1.79%	15
2024 Q3	$8.35M	Sell	32,919 -2,084	-6%	-$485K	1.9%	13
2024 Q2	$7.27M	Sell	35,003 -4,340	-11%	-$908K	1.75%	15
2024 Q1	$8.14M	Buy	39,343 +1,397	+4%	+$259K	1.98%	12
2023 Q4	$6.04M	Sell	37,946 -214	-0.6%	-$33.5K	1.61%	21
2023 Q3	$5.32M	Buy	38,160 +918	+2%	+$121K	1.57%	19
2023 Q2	$4.93M	Sell	37,242 -2,055	-5%	-$275K	1.4%	27
2023 Q1	$5.62M	Buy	39,297 +4,151	+12%	+$572K	1.7%	20
2022 Q4	$4.56M	Buy	35,146 +1,116	+3%	+$141K	1.5%	26
2022 Q3	$3.96M	Buy	34,030 +2,527	+8%	+$304K	1.4%	29
2022 Q2	$3.66M	Buy	31,503 +957	+3%	+$109K	1.26%	32
2022 Q1	$3.48M	Buy	30,546 +11,523	+61%	+$1.25M	1.05%	38
2021 Q4	$1.95M	Buy	19,023 +2,220	+13%	+$212K	0.58%	55
2021 Q3	$1.52M	Buy	+16,803	New	+$1.6M	0.5%	57

Other funds holding PGR

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

First National Bank of Mount Dora's PGR Position: Q2 2026 in Review

First National Bank of Mount Dora reduced its Progressive (PGR) stake by 0.13% in Q2 2026, selling an estimated $9.67K and leaving 36,703 shares worth $8.02M. The position accounts for 1.61% of the portfolio, ranked #23.

First National Bank of Mount Dora first reported a position in PGR in Q3 2021 and has held it in 20 quarters since. The position peaked at $10.9M in Q1 2025. 964 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

First National Bank of Mount Dora held 36,703 shares of Progressive worth $8.02M as of Q2 2026.
First National Bank of Mount Dora sold 48 Progressive shares in Q2 2026, an estimated $9.67K.
Progressive made up 1.61% of First National Bank of Mount Dora's portfolio in Q2 2026, its #23 holding.
First National Bank of Mount Dora first reported a position in Progressive in Q3 2021 and has held it in 20 quarters since.
First National Bank of Mount Dora's Progressive position peaked at $10.9M in Q1 2025.
964 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.