Perpetual Ltd
PGR icon

Perpetual Ltd’s Progressive PGR Stock Holding History

Perpetual Ltd’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 		$1.26M Buy
6,069
+108
+2% +$23.3K 0.02% 204
2026
Q2 		$1.3M Sell
5,961
-13
-0.2% -$2.62K 0.02% 201
2026
Q1 		$1.18M Buy
5,974
+3,525
+144% +$728K 0.02% 202
2025
Q4 		$558K Buy
2,449
+884
+56% +$200K 0.01% 293
2025
Q3 		$386K Sell
1,565
-339,465
-100% -$83.7M ﹤0.01% 349
2025
Q2 		$91M Buy
341,030
+20,383
+6% +$5.59M 1.07% 26
2025
Q1 		$90.7M Sell
320,647
-25,830
-7% -$6.76M 1.1% 28
2024
Q4 		$83M Sell
346,477
-37,000
-10% -$9.31M 0.97% 31
2024
Q3 		$97.3M Sell
383,477
-79,890
-17% -$18.6M 1.05% 26
2024
Q2 		$96.2M Sell
463,367
-54,879
-11% -$11.5M 1.05% 29
2024
Q1 		$107M Buy
518,246
+20,040
+4% +$3.72M 1.05% 29
2023
Q4 		$79.4M Sell
498,206
-83,938
-14% -$13.1M 0.82% 45
2023
Q3 		$81.1M Sell
582,144
-229,819
-28% -$30.2M 0.84% 40
2023
Q2 		$107M Buy
811,963
+267,801
+49% +$35.9M 0.92% 32
2023
Q1 		$77.8M Buy
+544,162
New +$75M 0.67% 58

Other funds holding PGR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
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
MCI
McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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

Perpetual Ltd's PGR Position: Q3 2026 in Review

Perpetual Ltd increased its Progressive (PGR) stake by 1.8% in Q3 2026, buying an estimated $23.3K and bringing the position to 6,069 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #204.

Perpetual Ltd first reported a position in PGR in Q1 2023 and has held it in 15 quarters since. The position peaked at $107M in Q2 2023. 605 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Perpetual Ltd held 6,069 shares of Progressive worth $1.26M as of Q3 2026.
  • Perpetual Ltd bought 108 Progressive shares in Q3 2026, an estimated $23.3K.
  • Progressive made up 0.02% of Perpetual Ltd's portfolio in Q3 2026, its #204 holding.
  • Perpetual Ltd first reported a position in Progressive in Q1 2023 and has held it in 15 quarters since.
  • Perpetual Ltd's Progressive position peaked at $107M in Q2 2023.
  • 605 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.