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Regent Peak Wealth Advisors’s Progressive PGR Stock Holding History

Regent Peak Wealth Advisors’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 		$2.57M Sell
11,771
-567
-5% -$114K 0.48% 29
2026
Q1 		$2.45M Sell
12,338
-1,673
-12% -$345K 0.5% 28
2025
Q4 		$3.19M Sell
14,011
-3,160
-18% -$714K 0.63% 24
2025
Q3 		$4.24M Buy
+17,171
New +$4.23M 0.85% 22
2025
Q1 		$5.25M Sell
18,568
-15
-0.1% -$3.92K 1.24% 20
2024
Q4 		$4.45M Buy
18,583
+27
+0.1% +$6.8K 1% 21
2024
Q3 		$4.71M Buy
18,556
+49
+0.3% +$11.4K 1.08% 19
2024
Q2 		$3.84M Buy
18,507
+40
+0.2% +$8.37K 0.88% 24
2024
Q1 		$3.82M Sell
18,467
-3
-0% -$557 0.97% 23
2023
Q4 		$2.94M Sell
18,470
-64
-0.3% -$10K 0.8% 27
2023
Q3 		$2.58M Sell
18,534
-81
-0.4% -$10.7K 0.79% 29
2023
Q2 		$2.46M Sell
18,615
-52
-0.3% -$6.97K 0.72% 33
2023
Q1 		$2.67M Buy
18,667
+16
+0.1% +$2.21K 0.83% 27
2022
Q4 		$2.42M Buy
18,651
+30
+0.2% +$3.8K 0.79% 29
2022
Q3 		$2.16M Buy
18,621
+109
+0.6% +$13.1K 0.76% 29
2022
Q2 		$2.15M Buy
18,512
+133
+0.7% +$15.1K 0.7% 33
2022
Q1 		$2.1M Buy
18,379
+35
+0.2% +$3.79K 0.6% 40
2021
Q4 		$1.88M Sell
18,344
-73
-0.4% -$6.97K 0.51% 44
2021
Q3 		$1.67M Sell
18,417
-101
-0.5% -$9.63K 0.48% 47
2021
Q2 		$1.76M Sell
18,518
-67
-0.4% -$6.63K 0.49% 48
2021
Q1 		$1.78M Sell
18,585
-65
-0.3% -$5.91K 0.58% 41
2020
Q4 		$1.84M Buy
18,650
+147
+0.8% +$13.9K 0.61% 31
2020
Q3 		$1.75M Buy
18,503
+50
+0.3% +$4.49K 0.75% 29
2020
Q2 		$1.48M Buy
18,453
+1,590
+9% +$124K 0.67% 30
2020
Q1 		$1.25M Buy
16,863
+6,644
+65% +$512K 0.69% 30
2019
Q4 		$739K Buy
+10,219
New +$737K 0.34% 57

Other funds holding PGR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Regent Peak Wealth Advisors's PGR Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Progressive (PGR) stake by 4.6% in Q2 2026, selling an estimated $114K and leaving 11,771 shares worth $2.57M. The position accounts for 0.48% of the portfolio, ranked #29.

Regent Peak Wealth Advisors first reported a position in PGR in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.25M in Q1 2025. 316 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Regent Peak Wealth Advisors held 11,771 shares of Progressive worth $2.57M as of Q2 2026.
  • Regent Peak Wealth Advisors sold 567 Progressive shares in Q2 2026, an estimated $114K.
  • Progressive made up 0.48% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Regent Peak Wealth Advisors first reported a position in Progressive in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Progressive position peaked at $5.25M in Q1 2025.
  • 316 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.