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LVW Advisors’s Progressive PGR Stock Holding History

LVW Advisors’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 		$244K Buy
+1,119
New +$226K 0.02% 397
2025
Q4 		– Sell
-1,439
Closed -$355K – 359
2025
Q3 		$355K Buy
1,439
+377
+35% +$92.9K 0.04% 252
2025
Q2 		$283K Buy
1,062
+76
+8% +$20.8K 0.03% 273
2025
Q1 		$279K Buy
986
+36
+4% +$9.42K 0.03% 247
2024
Q4 		$228K Sell
950
-4
-0.4% -$1.01K 0.03% 285
2024
Q3 		$242K Buy
+954
New +$222K 0.03% 275
2023
Q2 		– Sell
-4,842
Closed -$693K – 227
2023
Q1 		$693K Sell
4,842
-1,694
-26% -$234K 0.14% 114
2022
Q4 		$848K Sell
6,536
-529
-7% -$67K 0.17% 96
2022
Q3 		$821K Sell
7,065
-276
-4% -$33.2K 0.18% 88
2022
Q2 		$854K Sell
7,341
-131
-2% -$14.9K 0.17% 87
2022
Q1 		$852K Sell
7,472
-245
-3% -$26.5K 0.14% 100
2021
Q4 		$792K Buy
7,717
+1,123
+17% +$107K 0.13% 112
2021
Q3 		$596K Buy
+6,594
New +$628K 0.1% 138
2020
Q1 		– Sell
-4,741
Closed -$343K – 187
2019
Q4 		$343K Buy
+4,741
New +$342K 0.08% 133

Other funds holding PGR

Sumitomo Mitsui Trust Group
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
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
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
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

LVW Advisors's PGR Position: Q2 2026 in Review

LVW Advisors opened a new position in Progressive (PGR) in Q2 2026: 1,119 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #397 among its holdings. This is a return to the name: LVW Advisors previously reported a position in PGR as recently as Q3 2025.

LVW Advisors first reported a position in PGR in Q4 2019 and has held it in 14 quarters since. The position peaked at $854K in Q2 2022. 753 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • LVW Advisors held 1,119 shares of Progressive worth $244K as of Q2 2026.
  • Progressive was a new LVW Advisors position in Q2 2026.
  • Progressive made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #397 holding.
  • LVW Advisors first reported a position in Progressive in Q4 2019 and has held it in 14 quarters since.
  • LVW Advisors's Progressive position peaked at $854K in Q2 2022.
  • 753 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.