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 Q3	$364K	Sell	1,757 -696	-28%	-$150K	0.01%	822
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

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

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management's PGR Position: Q3 2026 in Review

Hennion & Walsh Asset Management reduced its Progressive (PGR) stake by 28% in Q3 2026, selling an estimated $150K and leaving 1,757 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #822.

Hennion & Walsh Asset Management first reported a position in PGR in Q1 2021 and has held it in 7 quarters since. The position peaked at $772K in Q2 2021. 159 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

Hennion & Walsh Asset Management held 1,757 shares of Progressive worth $364K as of Q3 2026.
Hennion & Walsh Asset Management sold 696 Progressive shares in Q3 2026, an estimated $150K.
Progressive made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #822 holding.
Hennion & Walsh Asset Management first reported a position in Progressive in Q1 2021 and has held it in 7 quarters since.
Hennion & Walsh Asset Management's Progressive position peaked at $772K in Q2 2021.
159 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.