Jackson Grant Investment Advisers’s Progressive PGR Stock Holding History

Jackson Grant Investment Advisers’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	$150K	Hold	685	–	–	0.05%	143
2026 Q1	$136K	Hold	685	–	–	0.05%	144
2025 Q4	$156K	Hold	685	–	–	0.05%	132
2025 Q3	$169K	Hold	685	–	–	0.06%	127
2025 Q2	$183K	Hold	685	–	–	0.07%	109
2025 Q1	$194K	Hold	685	–	–	0.08%	107
2024 Q4	$164K	Hold	685	–	–	0.06%	113
2024 Q3	$174K	Hold	685	–	–	0.07%	111
2024 Q2	$142K	Hold	685	–	–	0.06%	122
2024 Q1	$142K	Hold	685	–	–	0.06%	123
2023 Q4	$109K	Hold	685	–	–	0.05%	135
2023 Q3	$95.4K	Hold	685	–	–	0.05%	135
2023 Q2	$90.7K	Hold	685	–	–	0.04%	137
2023 Q1	$98K	Buy	685 +28	+4%	+$3.86K	0.05%	144
2022 Q4	$85.2K	Hold	657	–	–	0.04%	144
2022 Q3	$76K	Hold	657	–	–	0.04%	145
2022 Q2	$76K	Hold	657	–	–	0.04%	148
2022 Q1	$75K	Hold	657	–	–	0.03%	168
2021 Q4	$67K	Hold	657	–	–	0.03%	149
2021 Q3	$59K	Hold	657	–	–	0.03%	187
2021 Q2	$65K	Buy	657 +36	+6%	+$3.56K	0.03%	177
2021 Q1	$59K	Buy	621 +264	+74%	+$24K	0.03%	182
2020 Q4	$35K	Hold	357	–	–	0.02%	211
2020 Q3	$34K	Hold	357	–	–	0.02%	163
2020 Q2	$29K	Hold	357	–	–	0.02%	168
2020 Q1	$26K	Hold	357	–	–	0.02%	167
2019 Q4	$26K	Hold	357	–	–	0.01%	180
2019 Q3	$28K	Hold	357	–	–	0.02%	177
2019 Q2	$29K	Hold	357	–	–	0.02%	174
2019 Q1	$26K	Buy	+357	New	+$24.5K	0.02%	171

Other funds holding PGR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

MCI

McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Jackson Grant Investment Advisers's PGR Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Progressive (PGR) position steady in Q2 2026 at 685 shares worth $150K. The position accounts for 0.05% of the portfolio, ranked #143.

Jackson Grant Investment Advisers first reported a position in PGR in Q1 2019 and has held it in 30 quarters since. The position peaked at $194K in Q1 2025. 753 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Jackson Grant Investment Advisers held 685 shares of Progressive worth $150K as of Q2 2026.
Jackson Grant Investment Advisers left its Progressive share count unchanged in Q2 2026.
Progressive made up 0.05% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #143 holding.
Jackson Grant Investment Advisers first reported a position in Progressive in Q1 2019 and has held it in 30 quarters since.
Jackson Grant Investment Advisers's Progressive position peaked at $194K in Q1 2025.
753 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.