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Goelzer Investment Management’s Progressive PGR Stock Holding History

Goelzer Investment Management’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 		$1.09M Sell
4,975
-727
-13% -$147K 0.05% 173
2026
Q1 		$1.13M Buy
5,702
+283
+5% +$58.4K 0.05% 164
2025
Q4 		$1.23M Buy
+5,419
New +$1.22M 0.06% 146

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Goelzer Investment Management's PGR Position: Q2 2026 in Review

Goelzer Investment Management reduced its Progressive (PGR) stake by 13% in Q2 2026, selling an estimated $147K and leaving 4,975 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #173.

Goelzer Investment Management first reported a position in PGR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q4 2025. 1,131 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Goelzer Investment Management held 4,975 shares of Progressive worth $1.09M as of Q2 2026.
  • Goelzer Investment Management sold 727 Progressive shares in Q2 2026, an estimated $147K.
  • Progressive made up 0.05% of Goelzer Investment Management's portfolio in Q2 2026, its #173 holding.
  • Goelzer Investment Management first reported a position in Progressive in Q4 2025 and has held it in 3 quarters since.
  • Goelzer Investment Management's Progressive position peaked at $1.23M in Q4 2025.
  • 1,131 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.