PF
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Prota Financial’s Progressive PGR Stock Holding History

Prota Financial’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 		$641K Buy
2,844
+263
+10% +$53K 0.42% 38
2026
Q1 		$512K Buy
2,581
+261
+11% +$53.9K 0.37% 46
2025
Q4 		$528K Buy
+2,320
New +$524K 0.38% 31

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

Prota Financial's PGR Position: Q2 2026 in Review

Prota Financial increased its Progressive (PGR) stake by 10% in Q2 2026, buying an estimated $53K and bringing the position to 2,844 shares worth $641K. The position accounts for 0.42% of the portfolio, ranked #38.

Prota Financial first reported a position in PGR in Q4 2025 and has held it in 3 quarters since. 463 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Prota Financial held 2,844 shares of Progressive worth $641K as of Q2 2026.
  • Prota Financial bought 263 Progressive shares in Q2 2026, an estimated $53K.
  • Progressive made up 0.42% of Prota Financial's portfolio in Q2 2026, its #38 holding.
  • Prota Financial first reported a position in Progressive in Q4 2025 and has held it in 3 quarters since.
  • 463 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.