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Plancorp LLC’s Progressive PGR Stock Holding History

Plancorp LLC’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 		$310K Sell
1,324
-67
-5% -$13.5K 0.01% 322
2026
Q1 		$270K Sell
1,391
-63
-4% -$13K 0.01% 310
2025
Q4 		$331K Sell
1,454
-166
-10% -$37.5K 0.01% 271
2025
Q3 		$400K Sell
1,620
-179
-10% -$44.1K 0.01% 254
2025
Q2 		$480K Buy
1,799
+50
+3% +$13.7K 0.02% 229
2025
Q1 		$495K Buy
1,749
+448
+34% +$117K 0.02% 209
2024
Q4 		$312K Buy
1,301
+83
+7% +$20.9K 0.01% 247
2024
Q3 		$309K Buy
1,218
+31
+3% +$7.21K 0.01% 245
2024
Q2 		$247K Buy
1,187
+42
+4% +$8.79K 0.01% 262
2024
Q1 		$237K Buy
+1,145
New +$212K 0.01% 265

Other funds holding PGR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Plancorp LLC's PGR Position: Q2 2026 in Review

Plancorp LLC reduced its Progressive (PGR) stake by 4.8% in Q2 2026, selling an estimated $13.5K and leaving 1,324 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #322.

Plancorp LLC first reported a position in PGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $495K in Q1 2025. 441 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Plancorp LLC held 1,324 shares of Progressive worth $310K as of Q2 2026.
  • Plancorp LLC sold 67 Progressive shares in Q2 2026, an estimated $13.5K.
  • Progressive made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #322 holding.
  • Plancorp LLC first reported a position in Progressive in Q1 2024 and has held it in 10 quarters since.
  • Plancorp LLC's Progressive position peaked at $495K in Q1 2025.
  • 441 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.