GPW
PGR icon

Genesis Private Wealth’s Progressive PGR Stock Holding History

Genesis Private 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
Q2 		$309K Sell
1,413
-290
-17% -$58.4K 0.09% 127
2026
Q1 		$338K Buy
1,703
+413
+32% +$85.2K 0.11% 112
2025
Q4 		$294K Sell
1,290
-76
-6% -$17.2K 0.09% 124
2025
Q3 		$337K Buy
1,366
+87
+7% +$21.4K 0.14% 84
2025
Q2 		$341K Sell
1,279
-63
-5% -$17.3K 0.16% 76
2025
Q1 		$380K Buy
1,342
+36
+3% +$9.42K 0.2% 63
2024
Q4 		$313K Buy
+1,306
New +$329K 0.17% 73

Other funds holding PGR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
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
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Genesis Private Wealth's PGR Position: Q2 2026 in Review

Genesis Private Wealth reduced its Progressive (PGR) stake by 17% in Q2 2026, selling an estimated $58.4K and leaving 1,413 shares worth $309K. The position accounts for 0.09% of the portfolio, ranked #127.

Genesis Private Wealth first reported a position in PGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $380K in Q1 2025. 359 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Genesis Private Wealth held 1,413 shares of Progressive worth $309K as of Q2 2026.
  • Genesis Private Wealth sold 290 Progressive shares in Q2 2026, an estimated $58.4K.
  • Progressive made up 0.09% of Genesis Private Wealth's portfolio in Q2 2026, its #127 holding.
  • Genesis Private Wealth first reported a position in Progressive in Q4 2024 and has held it in 7 quarters since.
  • Genesis Private Wealth's Progressive position peaked at $380K in Q1 2025.
  • 359 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.