LWAM
PGR icon

Legacy Wealth Asset Management’s Progressive PGR Stock Holding History

Legacy Wealth Asset Management’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 		$1.14M Buy
5,491
+883
+19% +$191K 0.25% 118
2026
Q2 		$1.01M Sell
4,608
-42
-0.9% -$8.46K 0.22% 125
2026
Q1 		$922K Buy
4,650
+64
+1% +$13.2K 0.22% 135
2025
Q4 		$1.04M Buy
4,586
+29
+0.6% +$6.55K 0.26% 112
2025
Q3 		$1.13M Sell
4,557
-5,317
-54% -$1.31M 0.27% 99
2025
Q2 		$2.63M Sell
9,874
-981
-9% -$269K 0.67% 17
2025
Q1 		$3.07M Sell
10,855
-302
-3% -$79K 0.85% 14
2024
Q4 		$2.67M Sell
11,157
-543
-5% -$137K 0.73% 21
2024
Q3 		$2.97M Sell
11,700
-306
-3% -$71.1K 0.8% 16
2024
Q2 		$2.49M Sell
12,006
-335
-3% -$70.1K 0.7% 20
2024
Q1 		$2.55M Sell
12,341
-359
-3% -$66.6K 0.71% 21
2023
Q4 		$2.02M Sell
12,700
-1,448
-10% -$227K 0.66% 30
2023
Q3 		$1.97M Sell
14,148
-40
-0.3% -$5.26K 0.72% 21
2023
Q2 		$1.88M Buy
14,188
+3,696
+35% +$495K 0.66% 31
2023
Q1 		$1.5M Sell
10,492
-161
-2% -$22.2K 0.54% 42
2022
Q4 		$1.38M Sell
10,653
-128
-1% -$16.2K 0.53% 49
2022
Q3 		$1.25M Buy
10,781
+6,627
+160% +$798K 0.55% 43
2022
Q2 		$483K Sell
4,154
-339
-8% -$38.4K 0.2% 175
2022
Q1 		$512K Buy
4,493
+64
+1% +$6.92K 0.18% 185
2021
Q4 		$455K Buy
4,429
+498
+13% +$47.5K 0.15% 209
2021
Q3 		$355K Sell
3,931
-55
-1% -$5.24K 0.16% 220
2021
Q2 		$391K Sell
3,986
-145
-4% -$14.3K 0.17% 218
2021
Q1 		$395K Buy
4,131
+1,397
+51% +$127K 0.18% 207
2020
Q4 		$270K Buy
+2,734
New +$259K 0.14% 245

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

Legacy Wealth Asset Management's PGR Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Progressive (PGR) stake by 19% in Q3 2026, buying an estimated $191K and bringing the position to 5,491 shares worth $1.14M. The position accounts for 0.25% of the portfolio, ranked #118.

Legacy Wealth Asset Management first reported a position in PGR in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.07M in Q1 2025. 80 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Legacy Wealth Asset Management held 5,491 shares of Progressive worth $1.14M as of Q3 2026.
  • Legacy Wealth Asset Management bought 883 Progressive shares in Q3 2026, an estimated $191K.
  • Progressive made up 0.25% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #118 holding.
  • Legacy Wealth Asset Management first reported a position in Progressive in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Progressive position peaked at $3.07M in Q1 2025.
  • 80 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.