Rothschild Investment LLC’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $383K | Sell |
1,754
-342
| -16% | -$68.9K | 0.01% | 689 |
|
|
2026
Q1 | $416K | Buy |
2,096
+272
| +15% | +$56.1K | 0.02% | 451 |
|
|
2025
Q4 | $415K | Buy |
1,824
+114
| +7% | +$25.7K | 0.02% | 412 |
|
|
2025
Q3 | $422K | Buy |
1,710
+60
| +4% | +$14.8K | 0.02% | 396 |
|
|
2025
Q2 | $440K | Sell |
1,650
-6
| -0.4% | -$1.65K | 0.03% | 368 |
|
|
2025
Q1 | $469K | Buy |
1,656
+56
| +4% | +$14.6K | 0.03% | 350 |
|
|
2024
Q4 | $383K | Buy |
1,600
+3
| +0.2% | +$755 | 0.03% | 389 |
|
|
2024
Q3 | $405K | Sell |
1,597
-66
| -4% | -$15.3K | 0.03% | 382 |
|
|
2024
Q2 | $345K | Buy |
1,663
+377
| +29% | +$78.9K | 0.02% | 399 |
|
|
2024
Q1 | $266K | Buy |
1,286
+39
| +3% | +$7.24K | 0.02% | 415 |
|
|
2023
Q4 | $199K | Buy |
+1,247
| New | +$195K | 0.02% | 415 |
|
|
2021
Q3 | – | Sell |
-35,726
| Closed | -$3.51M | – | 505 |
|
|
2021
Q2 | $3.51M | Buy |
35,726
+3,051
| +9% | +$302K | 0.28% | 92 |
|
|
2021
Q1 | $3.12M | Buy |
32,675
+13,238
| +68% | +$1.2M | 0.27% | 96 |
|
|
2020
Q4 | $1.92M | Buy |
19,437
+200
| +1% | +$18.9K | 0.19% | 119 |
|
|
2020
Q3 | $1.82M | Sell |
19,237
-6,375
| -25% | -$573K | 0.2% | 113 |
|
|
2020
Q2 | $2.05M | Buy |
25,612
+1,400
| +6% | +$109K | 0.25% | 102 |
|
|
2020
Q1 | $1.79M | Buy |
24,212
+5,982
| +33% | +$461K | 0.23% | 110 |
|
|
2019
Q4 | $1.32M | Buy |
18,230
+7,180
| +65% | +$518K | 0.13% | 159 |
|
|
2019
Q3 | $854K | Sell |
11,050
-8,950
| -45% | -$704K | 0.1% | 183 |
|
|
2019
Q2 | $1.6M | Sell |
20,000
-10,000
| -33% | -$774K | 0.19% | 126 |
|
|
2019
Q1 | $2.16M | Sell |
30,000
-10,000
| -25% | -$685K | 0.25% | 109 |
|
|
2018
Q4 | $2.41M | Hold |
40,000
| – | – | 0.32% | 87 |
|
|
2018
Q3 | $2.84M | Hold |
40,000
| – | – | 0.34% | 83 |
|
|
2018
Q2 | $2.37M | Hold |
40,000
| – | – | 0.3% | 93 |
|
|
2018
Q1 | $2.44M | Sell |
40,000
-75
| -0.2% | -$4.28K | 0.31% | 83 |
|
|
2017
Q4 | $2.26M | Hold |
40,075
| – | – | 0.25% | 98 |
|
|
2017
Q3 | $1.94M | Buy |
+40,075
| New | +$1.87M | 0.22% | 110 |
|
|
2015
Q4 | – | Sell |
-22,334
| Closed | -$684K | – | 502 |
|
|
2015
Q3 | $684K | Sell |
22,334
-9,611
| -30% | -$290K | 0.09% | 230 |
|
|
2015
Q2 | $889K | Hold |
31,945
| – | – | 0.1% | 214 |
|
|
2015
Q1 | $869K | Sell |
31,945
-4,031
| -11% | -$108K | 0.1% | 204 |
|
|
2014
Q4 | $971K | Sell |
35,976
-7,265
| -17% | -$192K | 0.12% | 187 |
|
|
2014
Q3 | $1.09M | Buy |
+43,241
| New | +$1.07M | 0.13% | 173 |
|
Other funds holding PGR
ATO
Rothschild Investment LLC's PGR Position: Q2 2026 in Review
Rothschild Investment LLC reduced its Progressive (PGR) stake by 16% in Q2 2026, selling an estimated $68.9K and leaving 1,754 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #689.
Rothschild Investment LLC first reported a position in PGR in Q3 2014 and has held it in 32 quarters since. The position peaked at $3.51M in Q2 2021. 1,021 funds tracked by Wall St. Rank hold PGR as of Q2 2026.
- Rothschild Investment LLC held 1,754 shares of Progressive worth $383K as of Q2 2026.
- Rothschild Investment LLC sold 342 Progressive shares in Q2 2026, an estimated $68.9K.
- Progressive made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #689 holding.
- Rothschild Investment LLC first reported a position in Progressive in Q3 2014 and has held it in 32 quarters since.
- Rothschild Investment LLC's Progressive position peaked at $3.51M in Q2 2021.
- 1,021 funds tracked by Wall St. Rank held Progressive as of Q2 2026.
Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.