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Legacy Trust’s Progressive PGR Stock Holding History

Legacy 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 		$229K Buy
990
+57
+6% +$12.3K 0.04% 208
2026
Q2 		$204K Buy
+933
New +$188K 0.04% 205
2026
Q1 		– Sell
-893
Closed -$203K – 207
2025
Q4 		$203K Buy
+893
New +$202K 0.04% 188
2025
Q2 		– Sell
-733
Closed -$207K – 153
2025
Q1 		$207K Buy
+733
New +$192K 0.05% 154
2024
Q4 		– Sell
-808
Closed -$205K – 163
2024
Q3 		$205K Buy
+808
New +$188K 0.05% 157

Other funds holding PGR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Legacy Trust's PGR Position: Q3 2026 in Review

Legacy Trust increased its Progressive (PGR) stake by 6.1% in Q3 2026, buying an estimated $12.3K and bringing the position to 990 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #208.

Legacy Trust first reported a position in PGR in Q3 2024 and has held it in 5 quarters since. 1,163 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Legacy Trust held 990 shares of Progressive worth $229K as of Q3 2026.
  • Legacy Trust bought 57 Progressive shares in Q3 2026, an estimated $12.3K.
  • Progressive made up 0.04% of Legacy Trust's portfolio in Q3 2026, its #208 holding.
  • Legacy Trust first reported a position in Progressive in Q3 2024 and has held it in 5 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

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