Global Retirement Partners’s Progressive PGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.67M Buy
7,326
+3,581
+96% +$809K 0.03% 487
2025
Q3
$925K Sell
3,745
-149
-4% -$36.7K 0.02% 563
2025
Q2
$1.04M Buy
+3,894
New +$1.07M 0.03% 507
2024
Q4
$761K Buy
3,175
+105
+3% +$26.4K 0.02% 515
2024
Q3
$779K Buy
3,070
+326
+12% +$75.8K 0.02% 505
2024
Q2
$570K Buy
2,744
+837
+44% +$175K 0.02% 573
2024
Q1
$394K Sell
1,907
-1,057
-36% -$196K 0.01% 588
2023
Q4
$500K Sell
2,964
-155
-5% -$24.3K 0.02% 500
2023
Q3
$443K Sell
3,119
-293
-9% -$38.5K 0.02% 458
2023
Q2
$452K Sell
3,412
-45
-1% -$6.03K 0.02% 459
2023
Q1
$432K Buy
3,457
+1,301
+60% +$179K 0.02% 456
2022
Q4
$280K Sell
2,156
-276
-11% -$35K 0.02% 508
2022
Q3
$312K Buy
2,432
+45
+2% +$5.42K 0.02% 456
2022
Q2
$278K Hold
2,387
0.02% 484
2022
Q1
$274K Buy
+2,387
New +$258K 0.02% 489
2021
Q4
Sell
-1,049
Closed -$95K 1344
2021
Q3
$95K Buy
1,049
+86
+9% +$8.2K 0.01% 666
2021
Q2
$95K Buy
963
+76
+9% +$7.52K 0.01% 649
2021
Q1
$85K Sell
887
-358
-29% -$32.5K 0.01% 612
2020
Q4
$123K Hold
1,245
0.02% 481
2020
Q3
$118K Sell
1,245
-598
-32% -$53.7K 0.02% 456
2020
Q2
$148K Sell
1,843
-2,615
-59% -$204K 0.02% 409
2020
Q1
$329K Sell
4,458
-1,976
-31% -$152K 0.06% 248
2019
Q4
$466K Sell
6,434
-15,428
-71% -$1.11M 0.07% 240
2019
Q3
$1.69M Buy
21,862
+21,174
+3,078% +$1.67M 0.28% 79
2019
Q2
$55K Sell
688
-153
-18% -$11.8K 0.01% 591
2019
Q1
$61K Buy
841
+162
+24% +$11.1K 0.01% 498
2018
Q4
$41K Buy
679
+390
+135% +$25.9K 0.01% 547
2018
Q3
$21K Buy
289
+150
+108% +$9.65K ﹤0.01% 793
2018
Q2
$8K Hold
139
﹤0.01% 1067
2018
Q1
$8K Buy
139
+38
+38% +$2.17K ﹤0.01% 1026
2017
Q4
$6K Hold
101
﹤0.01% 1074
2017
Q3
$4K Hold
101
﹤0.01% 1048
2017
Q2
$4K Sell
101
-47
-32% -$1.95K ﹤0.01% 985
2017
Q1
$6K Hold
148
﹤0.01% 879
2016
Q4
$5K Buy
+148
New +$4.89K ﹤0.01% 852

Other funds holding PGR

Global Retirement Partners's PGR Position: Q4 2025 in Review

Global Retirement Partners increased its Progressive (PGR) stake by 96% in Q4 2025, buying an estimated $809K and bringing the position to 7,326 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #487.

Global Retirement Partners first reported a position in PGR in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.69M in Q3 2019. 1,828 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

  • Global Retirement Partners held 7,326 shares of Progressive worth $1.67M as of Q4 2025.
  • Global Retirement Partners bought 3,581 Progressive shares in Q4 2025, an estimated $809K.
  • Progressive made up 0.03% of Global Retirement Partners's portfolio in Q4 2025, its #487 holding.
  • Global Retirement Partners first reported a position in Progressive in Q4 2016 and has held it in 35 quarters since.
  • Global Retirement Partners's Progressive position peaked at $1.69M in Q3 2019.
  • 1,828 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.