GI
PGR icon

Gradient Investments’s Progressive PGR Stock Holding History

Gradient Investments’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 		$612K Sell
2,951
-321
-10% -$69.3K 0.01% 362
2026
Q2 		$715K Buy
3,272
+28
+0.9% +$5.64K 0.01% 350
2026
Q1 		$643K Buy
3,244
+2
+0.1% +$413 0.01% 334
2025
Q4 		$738K Buy
3,242
+313
+11% +$70.7K 0.01% 259
2025
Q3 		$723K Sell
2,929
-81
-3% -$20K 0.01% 277
2025
Q2 		$803K Buy
3,010
+13
+0.4% +$3.56K 0.01% 240
2025
Q1 		$848K Buy
2,997
+6
+0.2% +$1.57K 0.02% 206
2024
Q4 		$717K Buy
+2,991
New +$753K 0.01% 200
2024
Q3 		– Sell
-97
Closed -$20.1K – 1007
2024
Q2 		$20.1K Buy
97
+88
+978% +$18.4K ﹤0.01% 638
2024
Q1 		$1.86K Sell
9
-13
-59% -$2.41K ﹤0.01% 840
2023
Q4 		$3.5K Hold
22
– – ﹤0.01% 1084
2023
Q3 		$3.06K Sell
22
-13
-37% -$1.71K ﹤0.01% 1070
2023
Q2 		$4.63K Buy
+35
New +$4.69K ﹤0.01% 966
2021
Q4 		– Sell
-3
Closed – – 1305
2021
Q3 		$0 Sell
3
-27
-90% -$2.57K ﹤0.01% 1225
2021
Q2 		$3K Buy
30
+8
+36% +$791 ﹤0.01% 958
2021
Q1 		$2K Sell
22
-43,542
-100% -$3.96M ﹤0.01% 1021
2020
Q4 		$4.12M Sell
43,564
-362
-0.8% -$34.2K 0.18% 127
2020
Q3 		$4.16M Buy
43,926
+4,890
+13% +$439K 0.17% 128
2020
Q2 		$3.13M Buy
39,036
+5,346
+16% +$417K 0.14% 127
2020
Q1 		$2.49M Buy
33,690
+3,722
+12% +$287K 0.13% 119
2019
Q4 		$2.17M Buy
29,968
+29,859
+27,394% +$2.15M 0.1% 130
2019
Q3 		$8K Buy
+109
New +$8.57K ﹤0.01% 712
2017
Q3 		– Sell
-30
Closed -$1K – 573
2017
Q2 		$1K Buy
+30
New +$1.25K ﹤0.01% 748

Other funds holding PGR

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Gradient Investments's PGR Position: Q3 2026 in Review

Gradient Investments reduced its Progressive (PGR) stake by 9.8% in Q3 2026, selling an estimated $69.3K and leaving 2,951 shares worth $612K. The position accounts for 0.01% of the portfolio, ranked #362.

Gradient Investments first reported a position in PGR in Q2 2017 and has held it in 23 quarters since. The position peaked at $4.16M in Q3 2020. 80 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Gradient Investments held 2,951 shares of Progressive worth $612K as of Q3 2026.
  • Gradient Investments sold 321 Progressive shares in Q3 2026, an estimated $69.3K.
  • Progressive made up 0.01% of Gradient Investments's portfolio in Q3 2026, its #362 holding.
  • Gradient Investments first reported a position in Progressive in Q2 2017 and has held it in 23 quarters since.
  • Gradient Investments's Progressive position peaked at $4.16M in Q3 2020.
  • 80 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.