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Martel Wealth Advisors’s Progressive PGR Stock Holding History

Martel Wealth 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 		– Sell
-2,000
Closed -$396K – 72
2026
Q1 		$396K Hold
2,000
– – 0.07% 54
2025
Q4 		$455K Hold
2,000
– – 0.08% 46
2025
Q3 		$494K Hold
2,000
– – 0.09% 44
2025
Q2 		$534K Hold
2,000
– – 0.1% 43
2025
Q1 		$566K Hold
2,000
– – 0.11% 40
2024
Q4 		$479K Buy
+2,000
New +$503K 0.09% 45

Other funds holding PGR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Martel Wealth Advisors's PGR Position: Q2 2026 in Review

Martel Wealth Advisors sold out of Progressive (PGR) in Q2 2026, closing a stake of 2,000 shares — an estimated $396K sold.

Martel Wealth Advisors first reported a position in PGR in Q4 2024 and held it in 6 quarters. The position peaked at $566K in Q1 2025. 273 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Martel Wealth Advisors reported no remaining Progressive position as of Q2 2026 after selling out during the quarter.
  • Martel Wealth Advisors sold 2,000 Progressive shares in Q2 2026, an estimated $396K.
  • Martel Wealth Advisors first reported a position in Progressive in Q4 2024 and held it in 6 quarters.
  • Martel Wealth Advisors's Progressive position peaked at $566K in Q1 2025.
  • 273 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.