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Retirement Wealth Solutions’s Progressive PGR Stock Holding History

Retirement Wealth Solutions’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
Q3 		$9.19K Buy
44
+24
+120% +$5.18K ﹤0.01% 276
2026
Q2 		$4.43K Sell
20
-5
-20% -$1.01K ﹤0.01% 366
2026
Q1 		$5.01K Buy
25
+11
+79% +$2.27K ﹤0.01% 322
2025
Q4 		$3.25K Sell
14
-5
-26% -$1.13K ﹤0.01% 375
2025
Q3 		$4.76K Buy
19
+5
+36% +$1.23K ﹤0.01% 313
2025
Q2 		$3.81K Sell
14
-8
-36% -$2.19K ﹤0.01% 329
2025
Q1 		$6.3K Sell
22
-11
-33% -$2.88K 0.01% 268
2024
Q4 		$7.84K Buy
+33
New +$8.31K 0.01% 253

Other funds holding PGR

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Retirement Wealth Solutions's PGR Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Progressive (PGR) stake by 120% in Q3 2026, buying an estimated $5.18K and bringing the position to 44 shares worth $9.19K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Retirement Wealth Solutions first reported a position in PGR in Q4 2024 and has held it in 8 quarters since. 80 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Retirement Wealth Solutions held 44 shares of Progressive worth $9.19K as of Q3 2026.
  • Retirement Wealth Solutions bought 24 Progressive shares in Q3 2026, an estimated $5.18K.
  • Progressive made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #276 holding.
  • Retirement Wealth Solutions first reported a position in Progressive in Q4 2024 and has held it in 8 quarters since.
  • 80 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.