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PGR icon

QTR Family Wealth’s Progressive PGR Stock Holding History

QTR Family Wealth’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 		$539K Sell
2,465
-22
-0.9% -$4.43K 0.19% 121
2026
Q1 		$489K Sell
2,487
-372
-13% -$76.8K 0.2% 118
2025
Q4 		$579K Buy
2,859
+491
+21% +$111K 0.26% 91
2025
Q3 		$585K Buy
2,368
+88
+4% +$21.7K 0.28% 80
2025
Q2 		$608K Buy
2,280
+26
+1% +$7.13K 0.38% 63
2025
Q1 		$638K Buy
+2,254
New +$590K 0.48% 52

Other funds holding PGR

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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

QTR Family Wealth's PGR Position: Q2 2026 in Review

QTR Family Wealth reduced its Progressive (PGR) stake by 0.88% in Q2 2026, selling an estimated $4.43K and leaving 2,465 shares worth $539K. The position accounts for 0.19% of the portfolio, ranked #121.

QTR Family Wealth first reported a position in PGR in Q1 2025 and has held it in 6 quarters since. The position peaked at $638K in Q1 2025. 596 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • QTR Family Wealth held 2,465 shares of Progressive worth $539K as of Q2 2026.
  • QTR Family Wealth sold 22 Progressive shares in Q2 2026, an estimated $4.43K.
  • Progressive made up 0.19% of QTR Family Wealth's portfolio in Q2 2026, its #121 holding.
  • QTR Family Wealth first reported a position in Progressive in Q1 2025 and has held it in 6 quarters since.
  • QTR Family Wealth's Progressive position peaked at $638K in Q1 2025.
  • 596 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.