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Robertson Stephens Wealth Management’s Progressive PGR Stock Holding History

Robertson Stephens Wealth Management’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 		$366K Sell
1,676
-9
-0.5% -$1.81K 0.01% 488
2026
Q1 		$334K Sell
1,685
-98
-5% -$20.2K 0.01% 491
2025
Q4 		$406K Buy
1,783
+550
+45% +$124K 0.01% 471
2025
Q3 		$304K Buy
1,233
+204
+20% +$50.3K 0.01% 444
2025
Q2 		$275K Sell
1,029
-293
-22% -$80.3K 0.01% 475
2025
Q1 		$374K Sell
1,322
-492
-27% -$129K 0.01% 411
2024
Q4 		$435K Sell
1,814
-39
-2% -$9.82K 0.02% 385
2024
Q3 		$470K Buy
1,853
+451
+32% +$105K 0.02% 430
2024
Q2 		$291K Buy
1,402
+356
+34% +$74.5K 0.01% 419
2024
Q1 		$216K Buy
+1,046
New +$194K 0.01% 472

Other funds holding PGR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Robertson Stephens Wealth Management's PGR Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Progressive (PGR) stake by 0.53% in Q2 2026, selling an estimated $1.81K and leaving 1,676 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #488.

Robertson Stephens Wealth Management first reported a position in PGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $470K in Q3 2024. 753 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Robertson Stephens Wealth Management held 1,676 shares of Progressive worth $366K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 9 Progressive shares in Q2 2026, an estimated $1.81K.
  • Progressive made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #488 holding.
  • Robertson Stephens Wealth Management first reported a position in Progressive in Q1 2024 and has held it in 10 quarters since.
  • Robertson Stephens Wealth Management's Progressive position peaked at $470K in Q3 2024.
  • 753 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.