James Reed Financial Services’s Progressive PGR Stock Holding History

James Reed Financial Services’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	$751K	Hold	3,440	–	–	0.57%	10
2026 Q1	$682K	Hold	3,440	–	–	0.59%	10
2025 Q4	$783K	Buy	3,440 +2	+0.1%	+$452	0.63%	10
2025 Q3	$849K	Sell	3,438 -7	-0.2%	-$1.73K	0.76%	9
2025 Q2	$919K	Buy	3,445 +37	+1%	+$10.1K	0.83%	9
2025 Q1	$964K	Hold	3,408	–	–	1.08%	8
2024 Q4	$817K	Buy	+3,408	New	+$858K	0.85%	9
2022 Q3	$438K	Hold	3,770	–	–	0.66%	9
2022 Q2	$438K	Hold	3,770	–	–	0.61%	9
2022 Q1	$429K	Hold	3,770	–	–	0.49%	10
2021 Q4	$386K	Buy	+3,770	New	+$360K	0.37%	11

Other funds holding PGR

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

MCI

McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 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

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

JHP

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

James Reed Financial Services's PGR Position: Q2 2026 in Review

James Reed Financial Services held its Progressive (PGR) position steady in Q2 2026 at 3,440 shares worth $751K. The position accounts for 0.57% of the portfolio, ranked #10.

James Reed Financial Services first reported a position in PGR in Q4 2021 and has held it in 11 quarters since. The position peaked at $964K in Q1 2025. 605 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

James Reed Financial Services held 3,440 shares of Progressive worth $751K as of Q2 2026.
James Reed Financial Services left its Progressive share count unchanged in Q2 2026.
Progressive made up 0.57% of James Reed Financial Services's portfolio in Q2 2026, its #10 holding.
James Reed Financial Services first reported a position in Progressive in Q4 2021 and has held it in 11 quarters since.
James Reed Financial Services's Progressive position peaked at $964K in Q1 2025.
605 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on James Reed Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.