GA
PGR icon

GoalVest Advisory’s Progressive PGR Stock Holding History

GoalVest Advisory’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 		$15.3K Buy
+70
New +$14.1K ﹤0.01% 328
2026
Q1 		– Sell
-85
Closed -$19.4K – 527
2025
Q4 		$19.4K Sell
85
-5,827
-99% -$1.32M ﹤0.01% 362
2025
Q3 		$1.46M Buy
5,912
+579
+11% +$143K 0.31% 61
2025
Q2 		$1.42M Buy
5,333
+32
+0.6% +$8.77K 0.35% 56
2025
Q1 		$1.5M Buy
5,301
+187
+4% +$48.9K 0.41% 48
2024
Q4 		$1.23M Buy
+5,114
New +$1.29M 0.34% 55
2022
Q2 		– Sell
-4
Closed – – 486
2022
Q1 		$0 Buy
+4
New +$433 ﹤0.01% 478

Other funds holding PGR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SCA
St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
FNBOMD
First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return