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Lantz Financial’s Progressive PGR Stock Holding History

Lantz Financial’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 		$1.59M Buy
7,273
+190
+3% +$38.3K 0.29% 93
2026
Q1 		$1.4M Buy
7,083
+7
+0.1% +$1.45K 0.29% 92
2025
Q4 		$1.61M Sell
7,076
-21
-0.3% -$4.74K 0.34% 84
2025
Q3 		$1.75M Buy
7,097
+1
+0% +$247 0.39% 73
2025
Q2 		$1.89M Sell
7,096
-70
-1% -$19.2K 0.47% 60
2025
Q1 		$2.03M Sell
7,166
-5,037
-41% -$1.32M 0.56% 50
2024
Q4 		$2.92M Sell
12,203
-246
-2% -$61.9K 0.78% 28
2024
Q3 		$3.16M Buy
12,449
+103
+0.8% +$23.9K 0.86% 26
2024
Q2 		$2.56M Sell
12,346
-73
-0.6% -$15.3K 0.8% 25
2024
Q1 		$2.57M Sell
12,419
-3,452
-22% -$640K 0.83% 25
2023
Q4 		$2.53M Sell
15,871
-1,198
-7% -$188K 0.91% 18
2023
Q3 		$2.38M Sell
17,069
-345
-2% -$45.4K 0.95% 22
2023
Q2 		$2.31M Sell
17,414
-90
-0.5% -$12.1K 0.9% 21
2023
Q1 		$2.5M Sell
17,504
-1,353
-7% -$187K 1.04% 20
2022
Q4 		$2.45M Sell
18,857
-202
-1% -$25.6K 1.11% 19
2022
Q3 		$2.21M Sell
19,059
-205
-1% -$24.7K 1.15% 19
2022
Q2 		$2.24M Sell
19,264
-153
-0.8% -$17.3K 1.01% 22
2022
Q1 		$2.21M Buy
19,417
+28
+0.1% +$3.03K 0.9% 22
2021
Q4 		$1.99M Buy
19,389
+280
+1% +$26.7K 0.92% 24
2021
Q3 		$1.73M Sell
19,109
-13
-0.1% -$1.24K 0.89% 26
2021
Q2 		$1.88M Sell
19,122
-108
-0.6% -$10.7K 0.97% 23
2021
Q1 		$1.84M Sell
19,230
-187
-1% -$17K 1.05% 20
2020
Q4 		$1.92M Sell
19,417
-464
-2% -$43.9K 1.2% 18
2020
Q3 		$1.88M Sell
19,881
-18
-0.1% -$1.62K 1.27% 13
2020
Q2 		$1.59M Sell
19,899
-674
-3% -$52.6K 1.15% 20
2020
Q1 		$1.52M Sell
20,573
-1,363
-6% -$105K 1.19% 17
2019
Q4 		$1.59M Buy
21,936
+188
+0.9% +$13.6K 0.94% 32
2019
Q3 		$1.63M Sell
21,748
-493
-2% -$38.8K 1.1% 17
2019
Q2 		$1.84M Sell
22,241
-381
-2% -$29.5K 1.24% 14
2019
Q1 		$1.63M Buy
+22,622
New +$1.55M 1.18% 16

Other funds holding PGR

Sumitomo Mitsui Trust Group
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
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
New York State Common Retirement Fund
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
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lantz Financial's PGR Position: Q2 2026 in Review

Lantz Financial increased its Progressive (PGR) stake by 2.7% in Q2 2026, buying an estimated $38.3K and bringing the position to 7,273 shares worth $1.59M. The position accounts for 0.29% of the portfolio, ranked #93.

Lantz Financial first reported a position in PGR in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.16M in Q3 2024. 716 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Lantz Financial held 7,273 shares of Progressive worth $1.59M as of Q2 2026.
  • Lantz Financial bought 190 Progressive shares in Q2 2026, an estimated $38.3K.
  • Progressive made up 0.29% of Lantz Financial's portfolio in Q2 2026, its #93 holding.
  • Lantz Financial first reported a position in Progressive in Q1 2019 and has held it in 30 quarters since.
  • Lantz Financial's Progressive position peaked at $3.16M in Q3 2024.
  • 716 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.