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 Q3	$6.43K	Sell	31 -39	-56%	-$8.42K	﹤0.01%	517
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	–	–	480
2022 Q1	$0	Buy	+4	New	+$433	﹤0.01%	472

Other funds holding PGR

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

GoalVest Advisory's PGR Position: Q3 2026 in Review

GoalVest Advisory reduced its Progressive (PGR) stake by 56% in Q3 2026, selling an estimated $8.42K and leaving 31 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

GoalVest Advisory first reported a position in PGR in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.5M in Q1 2025. 205 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

GoalVest Advisory held 31 shares of Progressive worth $6.43K as of Q3 2026.
GoalVest Advisory sold 39 Progressive shares in Q3 2026, an estimated $8.42K.
Progressive made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #517 holding.
GoalVest Advisory first reported a position in Progressive in Q1 2022 and has held it in 8 quarters since.
GoalVest Advisory's Progressive position peaked at $1.5M in Q1 2025.
205 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.