Meriwether Wealth & Planning
PGR icon

Meriwether Wealth & Planning’s Progressive PGR Stock Holding History

Meriwether Wealth & Planning’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 		$75K Buy
+362
New +$78.2K 0.03% 213
2025
Q4 		– Sell
-1,080
Closed -$267K – 132
2025
Q3 		$267K Buy
1,080
+53
+5% +$13.1K 0.15% 92
2025
Q2 		$274K Buy
1,027
+290
+39% +$79.5K 0.17% 94
2025
Q1 		$209K Buy
+737
New +$193K 0.14% 116

Other funds holding PGR

AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Confluence Investment Management
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
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Meriwether Wealth & Planning's PGR Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Progressive (PGR) in Q3 2026: 362 shares worth $75K. The stake represents 0.03% of the portfolio and ranks #213 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in PGR as recently as Q3 2025.

Meriwether Wealth & Planning first reported a position in PGR in Q1 2025 and has held it in 4 quarters since. The position peaked at $274K in Q2 2025. 442 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Meriwether Wealth & Planning held 362 shares of Progressive worth $75K as of Q3 2026.
  • Progressive was a new Meriwether Wealth & Planning position in Q3 2026.
  • Progressive made up 0.03% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #213 holding.
  • Meriwether Wealth & Planning first reported a position in Progressive in Q1 2025 and has held it in 4 quarters since.
  • Meriwether Wealth & Planning's Progressive position peaked at $274K in Q2 2025.
  • 442 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.