Premier Path Wealth Partners’s Progressive PGR Stock Holding History

Premier Path Wealth Partners’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	$1M	Buy	4,591 +91	+2%	+$18.3K	0.12%	171
2026 Q1	$892K	Buy	4,500 +606	+16%	+$125K	0.12%	170
2025 Q4	$887K	Sell	3,894 -99	-2%	-$22.4K	0.11%	173
2025 Q3	$986K	Buy	3,993 +4	+0.1%	+$986	0.13%	176
2025 Q2	$1.06M	Buy	3,989 +103	+3%	+$28.2K	0.15%	165
2025 Q1	$1.1M	Sell	3,886 -19	-0.5%	-$4.97K	0.17%	150
2024 Q4	$936K	Sell	3,905 -39	-1%	-$9.82K	0.14%	163
2024 Q3	$1M	Sell	3,944 -17	-0.4%	-$3.95K	0.16%	155
2024 Q2	$823K	Sell	3,961 -44	-1%	-$9.21K	0.14%	162
2024 Q1	$828K	Sell	4,005 -356	-8%	-$66.1K	0.16%	153
2023 Q4	$693K	Buy	+4,361	New	+$683K	0.15%	152

Other funds holding PGR

ATO

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

MCI

McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Premier Path Wealth Partners's PGR Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Progressive (PGR) stake by 2% in Q2 2026, buying an estimated $18.3K and bringing the position to 4,591 shares worth $1M. The position accounts for 0.12% of the portfolio, ranked #171.

Premier Path Wealth Partners first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q1 2025. 654 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Premier Path Wealth Partners held 4,591 shares of Progressive worth $1M as of Q2 2026.
Premier Path Wealth Partners bought 91 Progressive shares in Q2 2026, an estimated $18.3K.
Progressive made up 0.12% of Premier Path Wealth Partners's portfolio in Q2 2026, its #171 holding.
Premier Path Wealth Partners first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's Progressive position peaked at $1.1M in Q1 2025.
654 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.