KFS
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Kaizen Financial Strategies’s Progressive PGR Stock Holding History

Kaizen Financial Strategies’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 		$365K Sell
1,760
-111
-6% -$24K 0.14% 111
2026
Q2 		$422K Sell
1,871
-9
-0.5% -$1.81K 0.14% 111
2026
Q1 		$383K Sell
1,880
-188
-9% -$38.8K 0.16% 109
2025
Q4 		$471K Sell
2,068
-194
-9% -$43.8K 0.21% 80
2025
Q3 		$474K Sell
2,262
-282
-11% -$69.5K 0.21% 83
2025
Q2 		$679K Buy
2,544
+890
+54% +$244K 0.34% 53
2025
Q1 		$468K Buy
1,654
+4
+0.2% +$1.05K 0.27% 70
2024
Q4 		$395K Hold
1,650
– – 0.22% 79
2024
Q3 		$419K Hold
1,650
– – 0.24% 70
2024
Q2 		$356K Sell
1,650
-325
-16% -$68K 0.22% 75
2024
Q1 		$408K Hold
1,975
– – 0.28% 67
2023
Q4 		$315K Buy
+1,975
New +$309K 0.24% 76

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

Kaizen Financial Strategies's PGR Position: Q3 2026 in Review

Kaizen Financial Strategies reduced its Progressive (PGR) stake by 5.9% in Q3 2026, selling an estimated $24K and leaving 1,760 shares worth $365K. The position accounts for 0.14% of the portfolio, ranked #111.

Kaizen Financial Strategies first reported a position in PGR in Q4 2023 and has held it in 12 quarters since. The position peaked at $679K in Q2 2025. 80 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Kaizen Financial Strategies held 1,760 shares of Progressive worth $365K as of Q3 2026.
  • Kaizen Financial Strategies sold 111 Progressive shares in Q3 2026, an estimated $24K.
  • Progressive made up 0.14% of Kaizen Financial Strategies's portfolio in Q3 2026, its #111 holding.
  • Kaizen Financial Strategies first reported a position in Progressive in Q4 2023 and has held it in 12 quarters since.
  • Kaizen Financial Strategies's Progressive position peaked at $679K in Q2 2025.
  • 80 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.