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RMR Wealth Builders’s Progressive PGR Stock Holding History

RMR Wealth Builders’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 		$3.67M Buy
16,783
+4,886
+41% +$985K 0.23% 67
2026
Q1 		$2.36M Buy
11,897
+3,696
+45% +$763K 0.19% 76
2025
Q4 		$1.87M Buy
+8,201
New +$1.85M 0.15% 82

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

RMR Wealth Builders's PGR Position: Q2 2026 in Review

RMR Wealth Builders increased its Progressive (PGR) stake by 41% in Q2 2026, buying an estimated $985K and bringing the position to 16,783 shares worth $3.67M. The position accounts for 0.23% of the portfolio, ranked #67.

RMR Wealth Builders first reported a position in PGR in Q4 2025 and has held it in 3 quarters since. 660 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • RMR Wealth Builders held 16,783 shares of Progressive worth $3.67M as of Q2 2026.
  • RMR Wealth Builders bought 4,886 Progressive shares in Q2 2026, an estimated $985K.
  • Progressive made up 0.23% of RMR Wealth Builders's portfolio in Q2 2026, its #67 holding.
  • RMR Wealth Builders first reported a position in Progressive in Q4 2025 and has held it in 3 quarters since.
  • 660 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.