LRI Investments’s Progressive PGR Stock Holding History

LRI Investments’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	$78.7K	Sell	360 -92	-20%	-$18.5K	0.01%	484
2026 Q1	$89.7K	Buy	452 +132	+41%	+$27.2K	0.01%	427
2025 Q4	$73K	Sell	320 -137	-30%	-$30.9K	0.01%	479
2025 Q3	$113K	Buy	457 +119	+35%	+$29.3K	0.01%	393
2025 Q2	$90.2K	Buy	338 +40	+13%	+$11K	0.01%	449
2025 Q1	$84.4K	Buy	298 +24	+9%	+$6.28K	0.01%	447
2024 Q4	$65.7K	Sell	274 -22	-7%	-$5.54K	0.01%	487
2024 Q3	$76.1K	Buy	296 +42	+17%	+$9.77K	0.01%	460
2024 Q2	$52.7K	Buy	254 +82	+48%	+$17.2K	0.01%	470
2024 Q1	$35.6K	Buy	+172	New	+$31.9K	0.01%	303

Other funds holding PGR

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 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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

LRI Investments's PGR Position: Q2 2026 in Review

LRI Investments reduced its Progressive (PGR) stake by 20% in Q2 2026, selling an estimated $18.5K and leaving 360 shares worth $78.7K. The position accounts for 0.01% of the portfolio, ranked #484.

LRI Investments first reported a position in PGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $113K in Q3 2025. 753 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

LRI Investments held 360 shares of Progressive worth $78.7K as of Q2 2026.
LRI Investments sold 92 Progressive shares in Q2 2026, an estimated $18.5K.
Progressive made up 0.01% of LRI Investments's portfolio in Q2 2026, its #484 holding.
LRI Investments first reported a position in Progressive in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Progressive position peaked at $113K in Q3 2025.
753 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.