Mowery & Schoenfeld Wealth Management’s Progressive PGR Stock Holding History

Mowery & Schoenfeld Wealth 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 Q2	$203K	Hold	930	–	–	0.28%	62
2026 Q1	$184K	Buy	930 +31	+3%	+$6.4K	0.28%	57
2025 Q4	$205K	Sell	899 -31	-3%	-$7K	0.3%	54
2025 Q3	$230K	Sell	930 -12	-1%	-$2.96K	0.39%	43
2025 Q2	$251K	Hold	942	–	–	0.38%	40
2025 Q1	$267K	Buy	942 +706	+299%	+$185K	0.52%	39
2024 Q4	$56.5K	Sell	236 -176	-43%	-$44.3K	0.11%	106
2024 Q3	$105K	Buy	412 +275	+201%	+$63.9K	0.17%	58
2024 Q2	$28.5K	Hold	137	–	–	0.04%	128
2024 Q1	$28.3K	Sell	137 -6	-4%	-$1.11K	0.05%	100
2023 Q4	$22.8K	Buy	+143	New	+$22.4K	0.05%	96

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's PGR Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Progressive (PGR) position steady in Q2 2026 at 930 shares worth $203K. The position accounts for 0.28% of the portfolio, ranked #62.

Mowery & Schoenfeld Wealth Management first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $267K in Q1 2025. 1,052 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 930 shares of Progressive worth $203K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Progressive share count unchanged in Q2 2026.
Progressive made up 0.28% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #62 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
Mowery & Schoenfeld Wealth Management's Progressive position peaked at $267K in Q1 2025.
1,052 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.