Laurel Wealth Advisors (North Carolina)’s Progressive PGR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$320K	Hold	1,464	–	–	0.03%	174
2026 Q1	$284K	Hold	1,464	–	–	0.03%	180
2025 Q4	$333K	Sell	1,464 -5	-0.3%	-$1.13K	0.04%	160
2025 Q3	$363K	Hold	1,469	–	–	0.05%	153
2025 Q2	$392K	Buy	1,469 +9	+0.6%	+$2.47K	0.06%	144
2025 Q1	$413K	Buy	1,460 +5	+0.3%	+$1.31K	0.06%	135
2024 Q4	$349K	Hold	1,455	–	–	0.05%	142
2024 Q3	$369K	Hold	1,455	–	–	0.06%	138
2024 Q2	$302K	Hold	1,455	–	–	0.05%	145
2024 Q1	$301K	Buy	1,455 +1,425	+4,750%	+$264K	0.05%	146
2023 Q4	$4.78K	Hold	30	–	–	﹤0.01%	460
2023 Q3	$4.18K	Hold	30	–	–	﹤0.01%	466
2023 Q2	$3.97K	Hold	30	–	–	﹤0.01%	473
2023 Q1	$4.29K	Hold	30	–	–	﹤0.01%	467
2022 Q4	$3.89K	Hold	30	–	–	﹤0.01%	449
2022 Q3	$3K	Hold	30	–	–	﹤0.01%	468
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	508
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	555
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	548
2021 Q3	$3K	Hold	30	–	–	﹤0.01%	555
2021 Q2	$3K	Hold	30	–	–	﹤0.01%	626
2021 Q1	$3K	Sell	30 -30	-50%	-$2.73K	﹤0.01%	570
2020 Q4	$6K	Hold	60	–	–	﹤0.01%	459
2020 Q3	$6K	Hold	60	–	–	﹤0.01%	417
2020 Q2	$5K	Sell	60 -30	-33%	-$2.34K	﹤0.01%	419
2020 Q1	$7K	Buy	90 +30	+50%	+$2.31K	﹤0.01%	390
2019 Q4	$4K	Hold	60	–	–	﹤0.01%	461
2019 Q3	$5K	Buy	60 +29	+94%	+$2.28K	﹤0.01%	429
2019 Q2	$2K	Sell	31 -29	-48%	-$2.24K	﹤0.01%	486
2019 Q1	$4K	Hold	60	–	–	﹤0.01%	426
2018 Q4	$4K	Buy	+60	New	+$3.99K	﹤0.01%	426

Other funds holding PGR

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

JHP

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

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s PGR Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) held its Progressive (PGR) position steady in Q2 2026 at 1,464 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #174.

Laurel Wealth Advisors (North Carolina) first reported a position in PGR in Q4 2018 and has held it in 31 quarters since. The position peaked at $413K in Q1 2025. 495 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 1,464 shares of Progressive worth $320K as of Q2 2026.
Laurel Wealth Advisors (North Carolina) left its Progressive share count unchanged in Q2 2026.
Progressive made up 0.03% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #174 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in Progressive in Q4 2018 and has held it in 31 quarters since.
Laurel Wealth Advisors (North Carolina)'s Progressive position peaked at $413K in Q1 2025.
495 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.