Hennion & Walsh Asset Management’s Progressive PGR Stock Holding History

Hennion & Walsh Asset 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	$536K	Buy	+2,453	New	+$494K	0.02%	726
2026 Q1	–	Sell	-987	Closed	-$225K	–	979
2025 Q4	$225K	Sell	987 -10	-1%	-$2.26K	0.01%	892
2025 Q3	$246K	Buy	997 +196	+24%	+$48.3K	0.01%	884
2025 Q2	$214K	Buy	+801	New	+$220K	0.01%	883
2021 Q3	–	Sell	-7,859	Closed	-$772K	–	752
2021 Q2	$772K	Buy	7,859 +1,271	+19%	+$126K	0.04%	420
2021 Q1	$630K	Buy	+6,588	New	+$599K	0.04%	458

Other funds holding PGR

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Hennion & Walsh Asset Management's PGR Position: Q2 2026 in Review

Hennion & Walsh Asset Management opened a new position in Progressive (PGR) in Q2 2026: 2,453 shares worth $536K. The stake represents 0.02% of the portfolio and ranks #726 among its holdings. This is a return to the name: Hennion & Walsh Asset Management previously reported a position in PGR as recently as Q4 2025.

Hennion & Walsh Asset Management first reported a position in PGR in Q1 2021 and has held it in 6 quarters since. The position peaked at $772K in Q2 2021. 495 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Hennion & Walsh Asset Management held 2,453 shares of Progressive worth $536K as of Q2 2026.
Progressive was a new Hennion & Walsh Asset Management position in Q2 2026.
Progressive made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #726 holding.
Hennion & Walsh Asset Management first reported a position in Progressive in Q1 2021 and has held it in 6 quarters since.
Hennion & Walsh Asset Management's Progressive position peaked at $772K in Q2 2021.
495 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.