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Legacy Private Trust’s Progressive PGR Stock Holding History

Legacy Private Trust’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 		$2.35M Buy
11,326
+137
+1% +$29.6K 0.13% 112
2026
Q2 		$2.44M Buy
11,189
+2,597
+30% +$523K 0.14% 113
2026
Q1 		$1.7M Buy
8,592
+3,454
+67% +$713K 0.1% 128
2025
Q4 		$1.17M Sell
5,138
-127
-2% -$28.7K 0.07% 150
2025
Q3 		$1.3M Sell
5,265
-164
-3% -$40.4K 0.08% 139
2025
Q2 		$1.45M Buy
5,429
+1,146
+27% +$314K 0.09% 136
2025
Q1 		$1.21M Buy
+4,283
New +$1.12M 0.08% 146

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
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return

Legacy Private Trust's PGR Position: Q3 2026 in Review

Legacy Private Trust increased its Progressive (PGR) stake by 1.2% in Q3 2026, buying an estimated $29.6K and bringing the position to 11,326 shares worth $2.35M. The position accounts for 0.13% of the portfolio, ranked #112.

Legacy Private Trust first reported a position in PGR in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.44M in Q2 2026. 83 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Legacy Private Trust held 11,326 shares of Progressive worth $2.35M as of Q3 2026.
  • Legacy Private Trust bought 137 Progressive shares in Q3 2026, an estimated $29.6K.
  • Progressive made up 0.13% of Legacy Private Trust's portfolio in Q3 2026, its #112 holding.
  • Legacy Private Trust first reported a position in Progressive in Q1 2025 and has held it in 7 quarters since.
  • Legacy Private Trust's Progressive position peaked at $2.44M in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.